HomeMy WebLinkAbout05-02-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BL'tlEAU OF INDIVIDUAL TAXES
DE~. 280601
HARRIS8URG, 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
-------- fold
EST A TE INFORMATION: SSN: 162-22-3041
FILE NUMBER: 2107-1158
DECEDENT NAME: FISHER HELEN R
DATE OF PAYMENT: 05/02/2008
POSTMARK DATE: 05/02/2008
COUNTY: CUMBERLAND
DATE OF DEATH: 11/25/2007
NO. CD 009653
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,009.36
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1,009.36
REMARKS: RECEIPT TO ATTY
CHECK# 025830
SEAL
INITIALS: WZ
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
III
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 280&01
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
DATE 04-28-2008
ESTATE OF FISHER HELEN R
DATE OF DEATH 11-25-2007
FILE NUMBER 21 07-1158
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-27-2008
( See re1Jerse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 170 Xl
~Y!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~!!!Q~-~Q~-!~~~-~~~~~~!_--
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOW
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF T~
ESTATE OF FISHER HELEN R FILE NO. 21 07-1158 ACN 10
MARCUS A MCKNIGHT III
IRWIN & MCKNIGHT
60 WEST POMFRET ST
CARLISLE PA 17013
TAX RETURN WAS: ( ) ACCEPTED AS FILED
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
( X) CHANGED
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
14,500.00
24.281.60
.00
.00
168.337.82
11,225.98
.00
(,,) <.~") <;;~
~
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
218,345.40
(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
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 Line 14 taxable at Collateral/Class B rate
19. Tax Due
NOTE:
T
R I
NUMBER
CD009308
+)
PAYMENT MUST BE HADE BY 08-25-2008*.
(9)
ClO)
13,426.55
2.047.51
Cl1)
Cl2)
Cl3)
Cl4)
11;.474 n~
202,871.34
.00
202,871.34
Cl5)
(16)
Cl7)
(18)
.00
.00
.00
202,871.34
X 00 =
X 045 =
X 12 =
X 15 =
.00
.00
.00
30,430.71
30,430.71
Cl9) =
AMOUNT PAID
27,950.28
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
29,421.35
1,009.36
.00
1,009.36
* 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 HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)