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HomeMy WebLinkAbout04-24-08 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 MCKNIGHT MARCUS A III 60 W POMFRET STREET CARLISLE, PA 17013 ______n fold ESTATE INFORMATION: SSN: 159-24-8010 FILE NUMBER: 2106-0938 DECEDENT NAME: YOUNG GUY W DATE OF PAYMENT: 04/24/2008 POSTMARK DATE: 04/24/2008 COUNTY: CUMBERLAND DATE OF DEATH: 10/03/2006 NO. CD 009616 - .4... ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $124.60 I I I I I I I I - ...u. :r: .- I'" 'I" ~- ~ ...... ~"(. +...., .,... ...I.~ .~ .... TOTAL AMOUNT PAID: REMARKS: RECEIPT TO A TTY SEAL INITIALS: CJ RECEIVED BY: REGISTER OF WILLS $124.60 GLENDA FARNER STRASBAUGH REGISTER OF WILLS '*' -I BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX . REV-1547 EX AFP (06-05) DATE 04-21-2008 ESTATE OF YOUNG GUY W DATE OF DEATH 10-03-2006 FILE NUMBER 21 06-0938 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 06-20-2008 ( 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 f~!_~~~~~_!~!~_~!~~_______l___~~!~!~_~Q~~~_~Q~!!Q~_~Q~_YQ~~_~~~Q~Q!__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF YOUNG GUY W FILE NO. 21 06-0938 ACN 101 DATE 04-21-2008 MARCUS A MCKNIGHT III IRWIN & MCKNIGHT 60 W POMFRET ST CARLISLE PA 17013 TAX RETURN WAS: (X) ACCEPTED AS FILED ) 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) 8. Total Assets (lJ (2) (3) (4) (5) (6) (7) 111,000.00 .00 .00 .00 21,264.00 7,203.86 .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 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) (10) 15,914.90 .00 ( 11) (12) (13) (14) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 139,467.86 Pi.916 90 123,552.96 .00 123,552.96 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 (15) 52,521.76 X 00 .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 71,031.20 X 045 = 3,196.40 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 3,196.40 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-28-2007 CD009118 .00 1,919.05 12-28-2007 CD009119 .00 1,277.35 BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-29-2007 TOTAL TAX CREDIT 3,196.40 BALANCE OF TAX DUE .00 INTEREST AND PEN. 124.60 TOTAL DUE 124.60 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LES~ THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE