HomeMy WebLinkAbout07-14-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES 4~}~ ~~~4~~~E OF INHERITANCE TAX
,AF~,Rf~AISEMENT, `ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION .-f-`.'-.
PO BOX 280601 `..~~i_,~E ~D&DUE;TIF}NS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REY-1547 EX AFP C06-05)
?~~$ ~~}~„ ~ 11 ~~ ~~' ~~ DATE 07-07-2008
ESTATE OF SHAY SARA E
~~~~~ Jr DATE OF DEATH 07-24-2007
~R~~~~~~3 ~,(~~~~{'( FILE NUMBER 21 07-0737
CHARLES J DENARY III c~~~#1'r ,n ~r~, ilk COUNTY CUMBERLAND
ACN 101
CALDWELL & KEARNS APPEAL DATE: 09-05-2008
3 6 31 N F R O N T S T (See reverse side under Objections
HARRISBURG PA 17110 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --1 RETAIN LOWER PORTION FOR YOUR RECORDS F- --------------
-----------------------------------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHAY SARA E FILE N0. 21 07-0737 ACN 101 DATE 07-07-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (schedule B) C2) 911 , 040.00
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4., Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5.. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 160,609.66
6.. Jointly Owned Property (Schedule F) C6) 1,503.01
7. Transfers (Schedule G) (7) 187,624.48
8. Total Assets Ig) 1 , 260 , 777.15
APPROVED DEDUCTIONS AND EXEMPTIONS:
19,462 .84
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11)
19.462.84
12. Net Value of Tax Return (12) 1 , 241 , 314.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,241,314.31
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 Lfne 14 at Spousal rate C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C 16) 1 , 241 , 314.31 X 045 = 55, 859.14
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due (19)= 55,859.14
TAY f`D Cfl iTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-21-2007 CD008731 2,763.16 52,500.00
04-03-2008 CD009504 .00 595.99
TOTAL TAX CREDIT 55,859.15
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
w orriiun ccc REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)