HomeMy WebLinkAbout07-30-07
07-23-2007
RIEGEL
10-21-2006
21 06-0948
CUMBERLAND
101
APPEAL DATE: 09-21-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
.:. '(',i'!' -, r,tlIlT,U:E, OF INHERITANCE TAX
".AE'/lJUll~E~"ff,i ALLOWANCE OR DISALLOWANCE
';m:- DEDUCTioNS AND ASSESSMENT OF TAX
,1 -. " - . ,
'- ,
2007 JUl 30 PM I: 24
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVID H STONE
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
CLEF-if< OF
c8~pr-{,~!\rS Cq~!RTC:i\
ESQ
PA 17070
.
*'
REV-15~7 EX AFP (06-05)
QUEENE
E
TO:
f~!_~~~~~_!~l~_~l~~______~___~~!~!~_~Q~~~_~Q~!!Q~_fQ~_!Q~~_~~~Q~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RIEGEL QUEENE E FILE NO. 21 06-0948 ACN 101 DATE 07-23-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
} CHANGED
NOTE: If an assessllent was issued preViously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate ClS} .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6} .00 X 045 = .00
17. Amount of Line 14 at Sibling rate Cl7} 16,809.57 X 12 = 2,017.15
IS. Amount of Line 14 taxable at Collateral/Class B rate (18) 150,859.57 X 15 = 22,628.94
19. Principal Tax Due Cl9}= 24,646.09
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held StOCk/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
S. Total Assets
(l)
(2)
(3)
(4)
(S)
(6)
(7)
125,000.00
26,098.80
.00
.00
213,706.34
.00
163,095.75
(S)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
II.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
ClO}
41,816.03
1,809.32
Cll}
ClZ}
Cl3}
Cl4}
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
NOTE: To insure proper
credit to your account,
submit the Upper portion
of this form with your
tax payment.
527,900.89
ti~.~?Ji 31;
484,275.54
316,606.40
167,669.14
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (_)
01-16-2007 CD007700 947.37 18,000.00
05-14-2007 CD008161 .00 5,698.72
TOTAL TAX CREDIT 24,646.09
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)