HomeMy WebLinkAbout02-08-08
Appeal Date: 04-05-2008
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
1 Courthouse Sq.
Carlisle, PA 17013.3387
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
- -REV~f54fEX (01:07) -PC- - - - - - - - - - - - - - ~.f6TfcE oj:- iNHERYfANC.E -fAx- APP-RAfsE-r;fENf; -ALIoWANCE - OR- - - - - - - - - -. - - - - - - - - - - - - - - - - - - - - -.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
TRACE ROBERT J FILE NO. 2106-0418 ACN 101
TAX RETURN WAS: ( I:8J ) ACCEPTED AS FILED ( D ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 0.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 117,247.18
11. Total Deductions (11)
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax (14) 3,241,382.24
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,17 and 18 will reflect figures
that include the total of ALL returns assessed to date.
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
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
02-05-2008
TRACE ROBERT J
02-15-2006
2106-0418
Cumberland
101
"
_0
u
I: 1 '+
r-
JAMES A. ULSH, ESQ 0.-::-::;
METTE, EVANS & WOOD~Jt),E
PO BOX 5950
HARRISBURG, PA 17110-0950
ESTATE OF
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
0.00
0.00
0.00
0.00
0.00
0.00
0.00
(8)
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 taxable at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID -
05-15-2006 CD006697 4,736.84
05-15-2006 CD006698 1,052.63
05-15-2006 CD006699 526.32
11-15-2006 CD007450
X .00
3,105,382.24 X .045
X .12
136,000.00 X .15
(19)
AMOUNT PAID
90,000.00
20,000.00
10,000.00
33,826.41
REV.1547 EX (01.07) PC
DATE 02-05-2008
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
0.00
117,247.18
117,247.18 -
139,742.20
20,400.00
160,142.20
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
(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.)
(,
-6
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
160,142.20
0.00
0.00
0.00