HomeMy WebLinkAbout07-01-08 (2)COMMONWEALTH OF PENNSYLVANIA
~~''''~~ DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~S';,t.,~~',~I"'a.~J1P~P'R~AI,~'BME~IT~ IALLOWANCETORCDISALLOWANCE
INHERITANCE TAX DIVISION r ~ .T~iq~jD'~A G~IONS AND ASSESSMENT OF TAX
PO BOX 280601 < <-~Z~J~ t r v~ +T~~~--
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~~~ JU~ _ + PM ~~ 06 DATE 06-23-2008
ESTATE OF STRUMLOK STEPHEN
DATE OF DEATH 01-20-2008
~~.~~ FILE NUMBER 21 08-0149
~~ N COUNTY CUMBERLAND
EDMUND G MYERS ~, PA , ACN 101
JOHNSON ETAL APPEAL DATE: 08-22-2008
PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043 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 ~
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STRUMLOK STEPHEN FILE N0. 21 08-0149 ACN 101 DATE 06-23-2008
TAX RETURN WAS: (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) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) ~3) 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) 15 5,884.60
6. Jointly Owned Property (Schedule F) (6) 51,466.64
7. Transfers (Schedule G) (7) .00
8. Total Assets ~$) 207,351.24
APPROVED DEDUCTIONS AND EXEMPTIONS: 5,997.47
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 12,529.01
11.
Total Deductions
C11) 18.26.48
-
188,824.76
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Sch edule J) C13)
188,824.76
14. Net Value of Estate Subject to Tax (14)
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 Line 14 at Spousal rate (15) •00 X 00 = .00
16. Amount of line 14 taxable at Lineal/Class A rate C16) 188,824.76 X 045. 8,497.11
17. Amount of Line 14 at Sibling rate X17) .00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19.
I.~ Principal Tax Due
rTTTl. c19)= 8,497.11
A T
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
04-16-2008 CD009587 424.86 8,072.25
TOTAL TAX CREDIT 8,497.11
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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)