HomeMy WebLinkAbout05-02-08
04-28-2008
YEAGER
05-11-2007
21 07-0504
CUMBERLAND
101
APPEAL DATE: 06-27-2008
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'-'.' ," "",nr'\~~o.t;~GE~,~F", INHER ITANCE TAX
fT(AP,J!lRiAl:::SEM,ItN~ }J:ALJL'QWANCE OR DISALLOWANCE
+:C~)TErPtc,n,~~_S,,:tND ASSESSMENT OF TAX
2008 PiA Y - 2 PH 12: 30
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
CLERK OF
ORPHAN/S COURT
CUMBERLAND Co., PA
PA 17070
*
REV-1547 EX AFP (06-05)
SUSAN
A
I
PAYMENT 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 YEAGER SUSAN A FILE NO. 21 07-0504 ACN 101 DATE 04-28-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
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 (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(9)
(10)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
(IS)
(16)
19. Principal
TAX CREDITS:
PAYMENT
DATE
07-31-2007
Tax Due
RECEIPT
NUMBER
CD008477
DISCOUNT (+)
INTEREST/PEN PAID (-)
555.89
.00
3,500.00
.00
.00
289,858.88
.00
4,611.42
(8)
48,460.69
2.445.84
(11)
(12)
(13)
(14)
.00 X 00 =
247,063.77 X 045 =
.00 X 12 =
.00 X 15 =
(19) =
AMOUNT PAID
11,000.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
297,970.30
150.906 1i3
247,063.77
.00
247,063.77
.00
11,117.87
.00
.00
11,117.87
TOTAL TAX CREDIT 11,555.89
BALANCE OF TAX DUE 438.02CR
INTEREST AND PEN. .00
TOTAL DUE 438.02CR
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE .~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.