HomeMy WebLinkAbout07-01-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMErNT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~?~o~~~ ~~{ HERITANCE TAX
INHERITANCE TAX DIVISION APPRAI5E}~~1~ T, ,CAL~y. /ICE OR DISALLOWANCE
PO BOX 280601 O~~' ~~~y~~~~J~ ~'If , .•ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 1 REV-1547 EX AFP (06-05)
~~~ ~~~ .• ~ P~ 1•I~E 06-23-2008
ESTATE OF FAGAN E M
DATE OF DEATH 10-12-2007
~,S ~ IptFILE NUMBER 21 07-0939
GERALD J SHEKLETSKI ~~~N~i ~}.. I~,NNTY lO1BERLAND
STONE ETAL -~U~~ APPEAL DATE: 08-22-2008
P O BOX E (See reverse side under Objections
NEW CUMBERLAND PA 17070 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------- ----
--------------------- ----------
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FAGAN E M FILE N0. 21 07-0939 ACN 101 DATE 06-23-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 153,500.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) 3,24 3.62
7. Transfers (Schedule G) (7) 11,356.99
e. Total Assets (8) 168, 100.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) 35,749.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) ; .749.00
12. Net Value of Tax Return (12) 132, 351.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule J) C13) .00
14. Net Value of Estate Sub3ect to Tax (l4) 132,351.61
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C19) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 129,851.61 X 045 = 5,843.32
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) 2,500.00 X 15 _ 375.00
19. Principal Tax Due (ly)= 6,218.32
TAY rQCT1T TC.
AYM N
DATE R CEIP
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-01-2008 CD009490 .DO 6,218.32
IuIAL TAX CREDIT 6,218.32
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 61, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS J