HomeMy WebLinkAbout05-12-08
COMI', DNWEAlTH OF PENNSYLVANIA
DEPAF MENT OF REVENUE
BURE, U OF INDIVIDUAL TAXES
DEPT. B0601
HARRI BURG, PA 17128-0601
PENNSYLVANI
ECEIVE FROM: INHERITANCE AND EST
OFFICIAL RECEIP
RIE ~ LEONARD C JR
47 VICTORIA WAY
CA VlP HILL, PA 17011
----- fold ----------
EST A T INFORMATION: SSN: 174-20-8188
FILE N MEIER: 2107-0260
DECEC ENT NAME: RIER SARA JANE
DATE )F PAYMENT: 05/12/2008
POSTI\ ARK DATE: 05/12/2008
COUN Y: CUMBERLAND
DATE )F DEATH: 03/07/2007
TOT AL AMOUN
REM) RKS: RECEIPT TO ATTORNEY
CHECK# 3165
INITIALS: AJ
SEA RECEIVED BY:
REGISTER OF WILLS
R
REV-1162 EX(11-96)
A
ATE TAX
T
NO. CD 009697
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $345.69
I
I
I
I
I
I
I
I
T PAID:
$345.69
W
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
BUREJU OF INDIVIDUAL TAXES
INHERI ANCE TAX DIVISION
PO BO) 2BO~;0 1
HARRIS URG PA 17128-0601
.
REV-1547 EX AFP (06-05)
DATE 03-24-2008
ESTATE OF RIER SARA J
DATE OF DEATH 03-07-2007
FILE NUMBER 21 07-0260
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-23-2008
( 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
ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
iS47-EX-AFP-C03:0s5-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
SARA J FILE NO. 21 07-0260 ACN 101
APP~OVED 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 ALh returns assessed to date.
AS~ESSMENT 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
CHARLES E PETRIE
:5528 BRISBAN ST
HBG PA 17111
CUT
REV
EST TE OF
RIER
TAX RETURN WAS: ( ) ACCEPTED AS FILED
RES RVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APP~AISED 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
NO E:
19. Principal
TA' CREDITS:
PAYMENT
DATE
1 -18-2007
Tax Due
RECEIPT
NUMBER
CD008833
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
IN EREST IS CHARGED THROUGH 04-08-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
RE ERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( X) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
4,166.00
9,856.00
15,000.00
(8)
DATE 03-24-2008
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
29,022.00
(14)
Hi.13D.DD
14,892.00
.00
14,892.00
(9)
(10)
13,105.00
00 =
045 =
12 =
15 =
.00
670.14
.00
.00
670.14
1.025.00
(11)
(12)
(13)
(15)
(16)
(17)
(18)
.00 X
14,892.00 X
.00 X
.00 X
(19)=
332.64
337.50
8.19
345.69
I
AMOUNT PAID
332.64
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
( 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 REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6- 8)
INHERITANCE TAX
EXPLANATION
OF CHANGES
CO MONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
UREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDEN S NAME
Sara J. Rier
REVIEWE BY
Anita McCully
ITEM
SCHEDU E NO.
EXPLANATION OF CHANGES
F 1
Annuities are fully taxable with no exclusion.
ORIGINAL
FILE NUMBER
ACN
2107-0260
101
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