HomeMy WebLinkAbout04-04-08
04-07-2008
WRIGHT
01-10-2007
21 07-0050
CUMBERLAND
101
APPEAL DATE: 06-06-2008
( 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
DEPARTMENT OF REVENUE
r;r-r;('Dnril (,\(N.91~q...9F INHERITANCE TAX
.i:::,....')rxPj,lRAtiSH'bfr ~)ALLOWANCE OR DISALLOWANCE
;:;,:(:::'C'TP~ !5l:'blil,111_I1NS AND ASSESSMENT OF TAX
,;...~, J I L"..). ; ..,.....
2008 APR -4 PH I: 55
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
STEPHEN 0 TILEY
FREY & TILEY
!i S HANOVER ST
CARLISLE
CLERK OF
ORPHAN'S COURT
CU'.' ,!.".'......~ ,'r.' DI^
~\r ,.-<::,;: 'l'_ j , t\
PA 17013
*'
REV-1547 EX AFP (06-05)
ANNAMARIE
TO:
CUT ALONG THIS LINE --. RETAIN LOWER PORTION FOR YOUR RECORDS +-
REy:is47-EX-AFP-coi:osj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WRIGHT ANNAMARIE FILE NO. 21 07-0050 ACN 101 DATE 04-07-2008
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) 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 ~ 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
TAX CREDITS:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (SChedule A)
2.
3.
4.
5.
6.
7.
8.
180,000.00
.00
.00
.00
9,538.00
124,189.00
2,002.00
(8)
Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
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. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
20,075.00
26.447.00
Cl1)
Cl2)
Cl3)
Cl4)
NOTE:
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
315,729.00
46.1i?2.Dn
269,207.00
.00
269,207.00
Cl5)
Cl6)
Cl7)
Cl8)
.00 X 00 .00
.00 X 045 = .00
244,993.00 X 12 = 29,399.00
24,214.00 X 15 = 3,632.00
Cl9)= 33,031.00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
D,ATE NUMBER INTEREST/PEN PAID (-)
04-09-2007 CD007991 1,651.55 33,450.00
TOTAL TAX CREDIT 35,101.55
BALANCE OF TAX DUE 2,070.55CR
INTEREST AND PEN. .00
TOTAL DUE 2,070.55CR
if
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL
IF TOTAL
A D~~IINn
DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~
DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DU
~~~ R~V~RSE SIDE OF THIS FORM FOR INSTRUCTIONS.)