HomeMy WebLinkAbout04-04-08
03-31-2008
GAMBLER
04-17-2007
21 07-0400
CUMBERLAND
101
APPEAL DATE: 05-30-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
D~PARTMENT OF REVENUE
....nr... (\',
h'{:r08nH) Ornvt IIllOT,ICE OF INHERITANCE TAX
"..0 ,/\:;:.:,_ ,-APRR~rstMENT, ALLOWANCE OR DISALLOWANCE
JCI':'S\t,-\ \..Xo'Fl''tll!rJUCTIONS AND ASSESSMENT OF TAX
t 1'_. \,;1'
DAVID H STONE
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
2008 ~PR -4 pt\ \: 48
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17070
REV-1547 EX AFP (06-05)
HELEN
J
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY:is47-Ex-AFp-co3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GAMBLER HELEN J FILE NO. 21 07-0400 ACN 101 DATE 03-31-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
If an assessment 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
19. Principal Tax Due
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
126,000.00
2,794.95
.00
.00
7,929.40
238.14
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
18,455.72
(9)
ClO)
1.201.42
Cl1)
Cl2)
Cl3)
Cl4)
12.
13.
14.
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
136,962.49
19.6157.14
117,305.35
.00
117,305.35
Cl5)
Cl6)
Cl7)
Cl8)
.00 X 00 .00
117,305.35 X 045 = 5,278.74
.00 X 12 = .00
.00 X 15 = .00
Cl9) = 5,278.74
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-17-2008 CD009191 .00 5,278.74
TOTAL TAX CREDIT 5,278.74
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. t\
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~
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