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HomeMy WebLinkAbout07-01-08 (2) COMMONWEALTH OF PENNSYLVANIA DE P ARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES yy ~~ "+ -~ pH''~ ~ r`'f'~~{ ~ IIF INHERITANCE TAX AE~~ E1~ Trr ALLOWANCE OR DISALLOWANCE ' INHERITANCE TAX DIVISION `i ' PO BOX 280601 ~''-~.ibl OU~NS AND ASSESSMENT OF TAX HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05) z~~~ ~~L - ~ QM ~ ~ Q~ DATE 06-23-2008 ESTATE OF MANLEY STEPHEN N Wu.~K ~ DATE OF DEATH 09-07-2007 ~Jt,+ ~RT FILE NUMBER 21 07-0839 ~ ~ ~~~yy ~' COUNTY CUMBERLAND CHARLES E SH ~+~~'~ ~ IELD S IIN •~ ACN 101 6 CLOUSER RD APPEAL DATE: 08-22-2008 MECHANICSBURG PA 17055 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALON_6 THIS LINE _ ~ R_ETA_IN 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 e ESTATE OF MANLEY STEPHEN N FILE N0. 21 07-0839 ACN 101 DATE 06-23-2008 TAX RETURN WAS: (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) 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 cl) .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. APPROVED DEDUCTIONS AND EXEMPTIONS: c2) 5 , 889.48 c3) .00 c4) .00 c5) 47,414.20 c6) .00 cn .00 cB) 53,303.68 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 20,4 34.4 2 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.007.79 11. Total Deductions (11) 99.44?. 7 12. Net Value of Tax Return C12) 30,861.47 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax c14) 30,861.47 NDTE: 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 X15) .00 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00 17. Amount of Line 14 at Sibling rate X17) 15,430.74 X 12 _ 1,851.69 18. Amount of Line 14 taxable at Collateral/Class B rate C18) 15,430.73 X 15 _ 2,314.61 19. Principal Tax Due C19)= 4, 166.30 TAX CRE~iTS: PA MENT DATE R CEI T NUMBER ISCOUN (+) INTEREST/PEN PAID (-) AMOUNT PAID 03-25-2008 CD009454 .00 4,166.30 TOTAL TAX CREDIT 4,166.30 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)