HomeMy WebLinkAbout02-22-08
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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NOTICE OF INHERITANCE TAX
. APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
REV-1547 EX (06-05) PC
[. ~' t !. !
j",ll i .
02-26-2008
EGOLF
02-23-2007
21 07-0492
Cumberland
101
HELEN
S
Appeal Date: 04-26-2008
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
- -REV:1-S4f EX (06=05) -PC- - - - - - - - - - - - - - No-ricE oj:- i N-HERY(ANc-E -f AK A-PP-RAisE-NiEN-f ~ -Ai.ic)wANC-E- CiR- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EGOLF HELEN S FILE NO. 21 07-0492 ACN 101
TAX RETURN WAS: ( t8J ) ACCEPTED AS FILED ( 0 ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
JAY R WAGNER ESQ nc"
STEVENS & LEE ,~,"
111 N 6TH ST
READING PA 19603
~ !r:--
ESTATE OF
DATE 02-26-2008
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) 44,487.90
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,673.85
11. Total Deductions (11) 48,161.75
12. Net Value ofTax Return (12) 948,607.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0.00
14. Net Value of Estate Subject to Tax (14) 948,607.86
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.
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
0.00
4,000.00
0.00
0.00
3,401.35
9,577.06
979,791.20
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
996,769.61
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 -
05-17-2007 CD008175 6,842.11
11-15-2007 CD008983 0.00
0.00 X .00
0.00 X .045
0.00 X.12
948,607.86 X.15
(19)
0.00
0.00
0.00
142,291.18
142,291.18
AMOUNT PAID
130,000.00
5,449.07
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
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.)
142,291.18
0.00
0.00
0.00
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