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HomeMy WebLinkAbout12-21-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -'-r\('r~':'\ n~.N6'r:ICg-:OF INHERITANCE TAX ,-i 'A~PRAtSE~Eifi: ALLOWANCE OR DISALLOWANCE 'YciF '.D,ED,U'CUONS AND ASSESSMENT OF TAX *' DATE 12-17-2007 ESTATE OF STINE MARY K DATE OF DEATH 06-26-2007 FILE NUMBER 21 07-0699 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 02-15-2008 ( See reverse side under Objections) Amount Remittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STINE MARY K FILE NO. 21 07-0699 ACN 101 DATE 12-17-2007 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 Znn, r~;r ? \ PlI I: 05 dU I t)~tJ L. SAMUEL LANDES PO BOX 168 LEMOYNE PA 17043 REV-1547 EX AFP (06-05) TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED 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) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets .00 9.306.54 .00 .00 13.938.50 .00 .00 (8) 23,245.04 (1) (2) (3) (4) (5) (6) (7) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) ClO) 12,419.93 347.05 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax If an assessment 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: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate NOTE: 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYMENT DATE 09-24-2007 RECEIPT NUMBER CD008739 DISCOUNT (+) INTEREST/PEN PAID (-) 23.58 (11) Cl2) Cl3) Cl4) 12.766.98 10,478.06 .00 10,478.06 Cl5) Cl6) .00 X 10,478.06 X .00 X .00 X .00 471.51 .00 .00 471 .51 00 045 = 12 15 Cl7) Cl8) Cl9)= AMOUNT PAID 471.51 TOTAL TAX CREDIT 495.09 BALANCE OF TAX DUE 23.58CR INTEREST AND PEN. .00 TOTAL DUE 23.58CR ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~ \1 IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.