HomeMy WebLinkAbout04-11-08
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r;C"'....,pnCr C'P=\CE C NOTICE OF INHERITANCE TAX
TA~~.:,;~:!~' '''!1!,4PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
,,[i..:1:.1 en . .L,-,. OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (06-05)
DATE 04-07-2008
ESTATE OF TROGNER SR JOHN S
DATE OF DEATH o5-~1-2oo7
FILE NUMBER 21 07-0590
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-06-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701~
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY:is47-EX-AFP-C03:0Sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE: OF TROGNER SR JOHN S FILE NO. 21 07-0590 ACN 101 DATE 04-07-2008
200a APR ,\ PM \: 0 \
CLERK OF
ORPHt..N'S COURT
DEAN A WEIDilll[)~~~ -''1. PA
508 NORTH SECOND STREET
PO BOX 845
HARRISBURG PA 17108-0845
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
Jointly Owned Property {Schedule F}
Transfers (Schedule G)
(1)
(2)
(3)
(4)
(5)
(6)
(n
4,000.00
2,715,921.59
.00
467,363.31
541,281.71
.00
7,452,549.35
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Total Assets
11,181,115.96
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)
CIa)
60,348.19
18.552.95
(11)
CI2)
CI3)
CI4)
78.901.14
11,102,214.82
.00
11,102,214.82
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 ~ 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.
CIS) .00 X DO .00
CI6) 11,102,214.82 X 045 = 499,599.67
CI7) .00 X 12 = .00
CI8) .00 X 15 = .00
CI9}= 499,599.67
.
PAYMC:NT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-20-2007 CDo08571 22,368.42 425,000.00
02-29-2008 CD009359 .00 52,231.92
TOTAL TAX CREDIT 499,600.34
BALANCE OF TAX DUE .67CR
INTEREST AND PEN. .00
TOTAL DUE .67CR
"
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" (CR), YOU MAY BE DUE
A R~F=UNn_ ~I=I= gI=VJ:g~J: ~TnC' nc TUTC' enD"- cno 'I''''~Tnll''''''''''''''U'''' ....
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