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HomeMy WebLinkAbout07-02-09 (3)BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX STACEY WIGTON 2306 ELKRIDGE CIRCLE HIGHLAND MI 48356 REY-1547 EX AFP (06-05) DATE 10-21-2008 ESTATE OF DUPRE DIANE E DATE OF DEATH 07-02-2007 FILE NUMBER 21 07-0679 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 12-20-2008 (See reverse side under Objections ) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT CARLISLE, PA 1701 CUT ALONG THIS LINE -~ RETAIN LOWER PORTION-FOR-YOUR-RECORDS- (' REV-1547 EX AFP (03-05)D~SALCOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAI~ ~~r.T~ nr nuPRE DIANE E FILE N0. 21 07-0679 ACN 101 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED HOUSE o © ~ :r: ~ G ~_ i ~ 3~ E 10 - 21~:-, 2 0,~8 ~ ~ RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE y W Gr APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 250,000.00 NOTE: To insure proper C1) 1. Real Estate (Schedule A) 00 credit to your account, I2) Stocks and Bonds (Schedule B) 2 . 00 submit the upper portion . Held Stock/Partnership Interest (Schedule C) C3) l . of this form with your y 3. Close C4) .00 tax payment. 4. Mortgages/Notes Receivable (Schedule D) 121 , 571.38 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) _ 00 (6) 6. Jointly Owned Property (Schedule F) , 180,467.46 (7) 7. Transfers (Schedule G) I8) 552,038.80 g. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 15,445.92 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 481.55 4 9 C10) 10. Debts/Mortgage Liabilities/Liens (Schedule I) . (11) 64.927.42 11. Total Deductions C12) 487, 111 .40 12. Net Value of Tax Return /Governmental Bequests; Non-elected 9113 Trusts (S bl t chedule J) (14) .00 4 87,111.4 0 e a 13. Chari 14. Net Value of Estate Subject to Tax 1 16 / 18 and 19 will 7 NOTE: If an assessment was issued previously, lines 14, tal of ALL ret t or , 15 and urns assessed to , date. o reflect figures that include the ASSESSM[PJT OF TAX: (15) .00 X 00 = .00 15. Amount of Line 14 at Spousal rate 487 , 111 .40 X 04 5 _ 21 , 920 . O 1 16. Amount of Line 14 taxable at Lineal/Class A rate I16) .00 X 12 _ .00 c17) 17. Amount of Line 14 at Sibling rate ,00 X 15 .00 = 18. Amount of Line 14 taxable at Collateral/Class B rate C18) C19)_ 21,920.01 19. Principal Tax Due DATE rvUnDCR 4-02-2008 CD009493 ;OUNT c+~ I AMOUNT PAID /PEN PAID C-) .00 21,920.01 TOTAL TAX CREDIT 21,920.01 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE FnR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE . ecciiun ccF REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)