HomeMy WebLinkAbout05-02-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
A;~~~~%~~~D:~~~~~~ T ~~C~ I ~:~ LOWAN CE
Of=P~U~~Ip~S\W~D(~SSESSMENT OF TAX
; 1_1.)!;j l \000.11 Vi . Ii.. ~_:'.J
04-28-2008
STROCK
05-25-2007
21 07-0581
CUMBERLAND
101
APPEAL DATE: 06-27-2008
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2008 HAY -2 PH 12: ~~~TE OF
ClERK OF
DATE OF DEATH
FILE NUMBER
ORPHAN'S COURT COUNTY
CUMBERLAND CO., PlACN
IVO V OTTO II I
MARTSON LAW OFCS
10 E HIGH ST
CARLISLE
PA 17013
'*
I
REV-1547 EX AFP (06-05)
BEATRICE
C
TO:
CUT ALONG THIS LINE ...... RETAIN LOWER PORTION FOR YOUR RECORDS +-
------------------------------------------------------.----.-------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STROCK BEATRICE C FILE NO. 21 07-0581 ACN 101 DATE 04-28-2008
TAX RETURN WAS: {X} 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)
S.
Total Assets
(l)
(2)
(3)
(4)
(S)
(6)
(7)
( ) CHANGED
822,500.00
446,509.16
.00
19,500.00
609,097.26
.00
924,226.81
(S)
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)
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
14.
Net Value of Estate SUbject to Tax
NOTE:
17. Amount of Line 14 at Sibling rate
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID {-}
08-23-2007 CDo0858o 3,947.37
02-21-2008 CDo09337 .00
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
ClO}
102,583.38
479.44
Cll}
Cl2}
Cl3}
Cl4}
ClS}
Cl6}
Cl7}
.00 X
2,718,770.41 X
.00 X
.00 X
ClS}
AMOUNT PAID
75,000.00
43,397.42
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
2,821,833.23
103.06?8?
2,718,770.41
.00
2,718,770.41
00 =
045 =
12 =
15 =
.00
122,344.67
.00
.00
122,344.67
Cl9}=