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Home My WebLink About12-22-08 (2)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~ '- -', NdTI~E-QF-INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE PO sox zaD6D1 -~-;-©F DEDUFTLQNS AND ASSESSMENT OF~ TAX HARRISBURG PA 17128-0601 REV-1547 EX AFP (D6-05) fit?°~~~ ~',~~ ~2 ~i~ `~ Q~ DATE 12-15-2008 ESTATE OF RUDY FLORENCE M - ~ r DATE OF DEATH 08-16-2007 i ~- ., ~~~„` ,i~T FILE NUMBER 21 07-0805 ~,I~1~ COUNTY CUMBERLAND CHARLES E SHIELDS III ~,,, ACN 101 6 CLOUSER RD APPEAL DATE: 02-13-2009 MECHANICSBURG PA 17055 (See reverse side under Objections) Amount Remitted~- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ---- -• RETAIN LOWER PORTION FOR YOUR RECORDS •-- _ ___ -------------------- ----------------------- _________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RUDY FLORENCE M FILE N0. 21 07-0805 ACN 101 DATE 12-15-2008 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 392, OOO.OD NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 8 99.10 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 58,788.97 6. Jointly Owned Property (Schedule F) (6) 10 , 088.10 7. Transfers (Schedule G) (7) 116,635.17 8. Total Assets Cg) 578,411.34 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 48,707.76 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 4,789 51 11. Total Deductions (11) ~+;.497_?7 12. Net Value of Tax Return (12) 524,914.07 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) 2,000.00 14. Net Value of Estate Subject to Tax Cly) 522,914.07 NOTE: If an assessment was issued previously, lines f 14, 15 and/or 16, 17, 18 and 19 will re lect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (lg) .00 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 _ .00 17. Amount of Line 14 at Sibling rate C17) 145,693.01 X 12 _ 17,483.16 18. Amount of Line 14 taxable at Collateral/Class B rate C18) 377,221.06 X 15 _ 56,583.16 19. Principal TAX CREnIrs~ Tax Due (19)= 74,066.32 DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 11-08-2007 CD008927 2,250.00 42,750.00 09-08-2008 CD010237 636.20- 29,702.52 BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-09-2008 TOTAL TAX CREDIT 74,066:32 BALANCE OF TAX DUE .00 INTEREST AND PEN. 5.58 TOTAL DUE 5.58 * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. 'If FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)r YOU MAY BE DU~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)