HomeMy WebLinkAbout11-16-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Cf'Y\on ~~ fii~HERITANCE TAX
R~U!Eillir,r,r..Ai6aWANCE DR DISALLOWANCE
REe:nsW~EP~~L~D ASSESSMENT OF TAX
11-12-2007
OYLER
11-27-2006
21 06-1096
CUMBERLAND
101
APPEAL DATE: 01-11-2008
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
,. 3~DATE
. ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 11128-0601
2001 NOV 16 PH
RICHARD W STEVENSON
MCNEES ETAL
PO BOX 1166
HBG
CLERK OF
ORPHAN'S COURT
ESQ CUMBERLAND CO. PA
PA 17108
'*
REV-1541 EX AFP (06-05)
LYDIA
M
TO:
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS 4--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OYLER LYDIA M FILE NO. 21 06-1096 ACN 101 DATE 11-12-2007
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate SUbject to Tax
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
S'
TAX RETURN WAS: (X) ACCEPTED AS FILED
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/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8. Total Assets
NOTE:
NUMBER
CD007836
CD008599
+
INTEREST/PEN PAID (-)
2,947.37
.00
DATE
02-22-2007
08-27-2007
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
6.875.00
4,462.17
1,850,127.59
(8)
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
1,861,464.76
(11)
(12)
(13)
(14)
1i1..394.97
1,810,069.79
167,932.38
1,642,137.41
(9)
(10)
24,942.95
00 =
045.
12 =
15 =
.00
58,988.54
.00
.00
58,988.54
26.452.02
(15)
(16)
(17)
(18)
331,281.06 X
1,310.856.35 X
.00 X
.00 X
(19)=
58,988.54
.00
.00
.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 D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
AMOUNT PAID
56,000.00
41.17
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE