HomeMy WebLinkAbout04-18-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-, ... .-.. --r' r,r.r10i {'-,;~
r.f'C:~L,:,) U;"N.9trICE OF INHERITANCE TAX
, . '.,'c.-ARI?RAISE"~NJ. ALLOWANCE OR DISALLOWANCE
\ti.)~, 1::OF"DEDut'FrONS AND ASSESSMENT OF TAX
DATE 04-14-2008
ESTATE OF RONEY JR WALTER 0
DATE OF DEATH 04-20-2007
FILE NUMBER 21 07-0451
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
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-y~~~-~~~~~p~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RONEY JR WALTER 0 FILE NO. 21 07-0451 ACN 101 DATE 04-14-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
Z008 APR \8 PM 12: 22
GEORGE F DOUGLAS
SAIDIS HAL
26 W HIGH ST
CARLISLE
CLERK OF
ORPHAN'S COURT
, 'f' ....(', PA
f'lJl.\~c:,r._CJ'., ,:, i '.: .'. .
I I IV I,.' '.' ... .
PA 17013
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Jointly Owned Property (Schedule F)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
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.
13.
14.
Net Value of Tax Return
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
4,543.44
.00
.00
1,815.52
.00
1,482,146.52
(8)
(9)
(10)
44,123.75
1,138.32
(11)
(12)
(13)
(14)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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
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 (18)
Net Value of Estate Subject to Tax
NOTE:
19. Principal
TAX CREDITS:
PAYMENT
DATE
01-11-2008
01-11-2008
Tax Due
RECEIPT
NUMBER
CD009176
CD009177
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
.00
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
(15)
(16)
(17)
481,081.15 X
962,162.26 X
.00 X
.00 X
AMOUNT PAID
23,297.30
20,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
1,488,505.48
41i.?6?07
1,443,243.41
.00
1,443,243.41
00
045 =
12 =
15 =
.00
43,297.30
.00
.00
43,297.30
(19)=
43,297.30
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)