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HomeMy WebLinkAbout01-11-08 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Nonce OF INHERITANCE TAX . APPRAISEI1ENT',' ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS' AND ASSESSMENT OF TAX REV-1547 EX AFP (06-05) II: ! 7 DATE 01-07-2008 ESTATE OF STATLER MABEL L DATE OF DEATH 11-26 -2006 FILE NUMBER 21 07-0026 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 03-07-2008 ( 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 STATLER MABEL L FILE NO. 21 07-0026 ACN 101 DATE 01-07-2008 : ,~ \; ,-; ::' ~ GEORGE F DOUGLAS III SAIDIS ETAL 26 W HIGH ST CARLISLE PA 17013 TAX RETURN WAS: (X) ACCEPTED AS F I LED ) 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) (1) (2) (3) (4) (5) (6) (7) .00 35,130.15 .00 .00 82,230.22 .00 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 8. Total Assets (8) 117,360.37 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 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 (9) (10) 7,758.89 1.544.65 (11) (12) (13) (14) 9.303.1i4 108,056.83 .00 108,056.83 NOTE: 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 !hh 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 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate RECEIPT NUMBER CD007840 CD008819 DISCOUNT (+) INTEREST/PEN PAID (-) 163.16 12.28- (IS) .00 X 00 . DO (16) 108,056.83 X 045 = 4,862.56 (17) .00 X 12 = .00 (18) .00 X 15 = .00 (19)= 4,862.56 AMOUNT PAID 3,100.00 1,611.68 19. Principal TAX CREDITS: PAYMENT DATE 02-26-2007 10-16-2007 Tax Due BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-17-2007 TOTAL TAX CREDIT 4,862.56 BALANCE OF TAX DUE .00 INTEREST AND PEN. 5.58 TOTAL DUE 5.58 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (' -1; FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~fJ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)