HomeMy WebLinkAbout04-22-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MILLER DOUGLAS G
60 WEST POMFRET STREET
CARLISLE, PA 17013
__n__u fold
ESTATE INFORMATION: SSN: 174-34-8137
FILE NUMBER: 2107-0907
DECEDENT NAME: STROME MARGARET SHAW
DA TE OF PAYMENT: 04/22/2008
POSTMARK DATE: 04/22/2008
COUNTY: CUMBERLAND
DATE OF DEATH: 09/30/2007
NO. CD 009600
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $45.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO ATTORNEY
CHECK# 25776
SEAL
INITIALS: AJW
RECEIVED BY:
REGISTER OF WILLS
$45.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
_ ,Q~PARTMENT OF REVENUE
'NOTICE OF INHERITANCE TAX
iAPPRAl~EMENT, ALLOWANCE OR DISALLOWANCE
,): OF 'DfDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP <06-05)
DATE 04-14-2008
ESTATE OF STROME MARGARET S
DATE OF DEATH 09-30-2007
FILE NUMBER 21 07-0907
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-13-2008
( 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:is47-EX-AFP-C03:0Sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STROME MARGARET S FILE NO. 21 07-0907 ACN 101 DATE 04-14-2008
zunB APR 22 PM 2: 45
I'i (:q'\ OF
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ORPHtS\j'S COURT
DOUGLAS G MILLERCM6:~;' PI'
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
T AX 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)
B. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
105,497.88
.00
.00
58,956.49
15,303.49
.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
(8)
179,757.86
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
(9)
(0)
19,815.50
1,704.96
(1)
(2)
U.
1 ~I.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
(13)
(4)
21.520.46
158,237.40
.00
158,237.40
l<!.
Net Value of Tax Return
NOTE: 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 OS) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (6) 142,933.91 X 045 = 6,432.03
17. Amount of Line 14 at Sibling rate (7) 15,303.49 X 12 = 1,836.42
18. Amount of Line 14 taxable at Collateral/Class B rate (8) .00 X 15 = .00
19. Principal Tax Due (9)= 8,268.45
TAX CREDITS:
pAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-28-2007 CD009138 368.42 7,000.00
01-28-2008 CD009215 .00 855.03
PAYMENT MUST BE MADE BY 06-30-2008.. TOTAL TAX CREDIT 8,223.45
BALANCE OF TAX DUE 45.00
INTEREST AND PEN. .00
TOTAL DUE 45.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" rrp,. vnll MAV
r.
,. ,