HomeMy WebLinkAbout12-22-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2~'~ Q~`C 22 ~~ ~ € ~ 0~
DAVID A PHILLIPS
WAGGONER ETAL
5006 E TRINDLE RD
MECHANICSBURG
COMMONWEALTH OF PENNSYLVANIA
_ DEPARTMENT OF REVENUE
,,,
NOtICE OF INHERITANCE TAX
<,AP1?RAIS~MENt, ALLOWANCE OR DISALLOWANCE
~O~ DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP C06-05)
DATE 12-15-2008
ESTATE OF BAKER JAMES R
DATE OF DEATH 05-13-2005
FILE NUMBER 21 08-0087
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-13-2009
(See reverse side under Objections)
Amount Remitted~~~
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T _ "i~.a
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200
PA 17050
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
-------------------- ------------- F-
REV-15
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47 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALL
OWANCE _ ___
______
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BAKER JAMES R FILE N0. 21 08-0087 ACN 101 DATE 12-15-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) I1) 00
2.
Stocks and Bonds (Schedule B) (2) .
.00 NOTE: To insure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 15 0,000.00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (() .00
7. Transfers (Schedule G) (7) .00
8. Total Assets fig) 150, 000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7,82 0 .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) .00
11. Total Deductions
12.
Net Value of Tax Return (11) 7.890.00
142
180
00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C12)
(13) .
,
.00
14. Net Value of Estate Subject to Tax (14) 142, 180.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or
reflect figures th
t 16, 17, 18 and 19 will
a
include the total of ALL returns assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
c15) 142, 180.00 X 00 _ . 00
C16) . 00 X 045 = . 00
c17) .00 X 12 _ .00
c18) .00 X 15 _ .00
C19)= . 00
~ DATE I NUMBER ~ INTEREST/PEN PAID (-) I AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. L.~..,
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~j
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~