HomeMy WebLinkAbout02-08-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r -" .
*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
- ; NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 02-04-2008
ESTATE OF STEELE RICHARD G
DATE OF DEATH 02-20-2007
FILE NUMBER 21 07-0277
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-04-2008
( See reverse side under Objections)
Amount Remit t ed I l
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 +-
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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 STEELE RICHARD G FILE NO. 21 07-0277 ACN 101 DATE 02-04-2008
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ANDREW C SHEELY ESQ
127 S MARKET ST
PO BOX 95
MECHANICSBURG PA 17055
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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
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.
14.
REV-1547 EX AFP (06-05)
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
30,021.13
62,047.39
50,113.53
(8)
142,182.05
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(9)
(10)
12,922.79
273.38
(11)
(12)
13. 1 96 1 7
128,985.88
.00
128,985.88
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
(13)
(14)
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
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
05-18-2007
10-29-2007
NOTE:
RECEIPT
NUMBER
CDo08181
CDo08866
DISCOUNT (+)
INTEREST/PEN PAID (-)
273.68
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(15)
(16)
.00 X
128,985.88 X
.00 X
.00 X
.00
5,804.36
.00
.00
5,804.36
00 =
045 =
12 =
15 =
(19)-
AMOUNT PAID
5,200.00
330.68
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
5,804.36
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.-r
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE b.L
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.;--~