HomeMy WebLinkAbout01-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"'^ 7tOfi~C~rtiQF~j,LNHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES pp~~pISEMEN~f',~''pLLQL1ANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 4~•-Ib~bUCT'IgNS 'AND:ASSESSMENT OF TAX
PO BOX 280601 r_ ~,,, ~
HARRISBURG PA 17128-0601 REV-1547 EX AFP C12-08)
~{~!G~ v~A,~t _ (~ ~~ !~: 'D~TE 01-05-2009
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~~ TATE OF MAINS PAULINE A
DATE OF DEATH 07-25-2007
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~'' ~ ~~~``~~ FILE NUMBER 21 07-0727
RICHARD L WEBBER JR
ESQ CL":'~ COUNTY CUMBERLAND
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_ ~ACN 101
WEIGLE & ASSOCIATES APPEAL DATE: 03-06-2009
126 E K I NG ST (See reverse side under Objections)
SHIPPENSBURG PA 17257 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 ~--
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REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MAINS PAULINE A FILE N0. 21 07-0727 ACN 101 DATE 01-05-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) c2) 392>976.07
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 42.00
c6) .00
cn .00
c8) 393, 018.07
APPROVED DEDUCTIONS AND EXEMPTIONS:
13,429 .36
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 13.479. 6
12. Net Value of Tax Return (12)
379,588.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 1,847,942.33
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) •0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1,847,942.33 X 045= 83,157.40
17. Amount of Line 14 at Sibling rate C17) •00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due C19)= 83, 157.40
TAY 1"D CiITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-24-2007 CD008847 2,368.42 45,000.00
04-28-2008 CD009628 .00 18,707.49
08-29-2008 CD010215 .00 10.78
09-24-2008 CD010318 10.78- 17,081.49
BALANCE OF UNPAID INTEREST/PENALTY AS OF
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
09-25-2008 TOTAL TAX CREDIT 83,157.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. 498.45
TOTAL DUE 498.45
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ``_ '
IF^TOTAL DUET S^REFLECTED'AS'AT"CREDIT° CCR)- YOU MAY-BE DUE