HomeMy WebLinkAbout07-01-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
f ~~ ~~ fl, ~~'G~.flF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES p~A~SE~ ,T,,, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ t.~~ ~~ l~k"DlFk~iIUNS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
~QQQ J~{,- " ~ PM 1' 06. DATE 06-30-2008
ESTATE OF SCHOCK EVA G
~~~ ~ DATE OF DEATH 01-09-2008
FILE NUMBER 21 08-0127
ROGER B IRWIN ESQ CUMBER~AN~~~~V^, P~ COUNTY CUMBERLAND
ACN 101
IRWIN & MCKNIGHT APPEAL DATE: 08-29-2008
6 0 W P O M F R E T S T (See reverse side under Objections
CARLISLE PA 17013 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 SCHOCK EVA G FILE N0. 21 08-0127 ACN 101 DATE 06-30-2008
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)
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
I1. Total Deductions
12. Net Value of Tax Return
cl) .00
~2) 419.523.62
c3) .00
c4) .00
c5) 36 , 716.85
c6) .00
~7) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
ce) 456,240.47
38,073.04
C9)
clo) 5,591.45
C11) 43.664.49
cl2) 412,575.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
c13) 51,572.00
c14) 361,003.98
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 C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 309,431.99 X 045 = 13,924.44
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 51,572.00 X 15 _ 7,735.80
19. Principal Tax Due C19)= 21,660.24
rex roGnrrc.
A M NT
DATE R CEIPT
NUMBER ISCO C+
INTEREST/PEN PAID (-)
AMOUNT PAID
04-08-2008 (0009521 1,083.01 20,577.23
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 21,660.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN S1. NO PAYMENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)