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HomeMy WebLinkAbout07-25-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE - •~r ~'.:~;'':NOTTCE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES AF~I~RA~SEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE 1fAx DrviSIDN ~ pF bEDUCTIONS AND ASSESSMENT OF TAX PD BOX 280601 _. _ ~., u ~ • HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05) ~~~~ ~,~~ 2rJ. ~~ ~~; ~9 DATE 07-21-2008 ESTATE OF STCYR ROBERT E DATE OF DEATH 01-16-2007 CL~~Pt ~;r FILE NUMBER 21 07-0921 ~~~~"~;'x ~ n ("~~'~~~ COUNTY CUMBERLAND NATHAN C WOLF ESQ (;I„f ~ r ~` ~a ACN 101 WOLF 8, WOLF APPEAL DATE: 09-19-2008 10 W H I G H 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 _ -• R_ETA_IN 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 STCYR ROBERT E FILE N0. 21 07-0921 ACN 101 DATE 07-21-2008 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 ~1) .00 NOTE: To insure proper c2) .00 credit to your account, 00 submit the upper portion (3) . of this form with your c4) .00 tax payment. c5) 15,630.07 c6) .00 c7) 154, 650.00 cg) 170,280.07 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 14,279.22 (9) clo) 44,165.61 (11) 58.444.83 c12) 111,835.24 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax t14) 111, 835.24 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: • 00 00 . 00 15. Amount of Line 14 at Spousal rate (15) X = 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 111,835.24 X 045 = 5,032.58 17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .OD 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00 19., Principal Tax Due C19)_ 5,032.58 ~^ PAYMENT~v DATE RECEIP NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 1o-11-zoo? cnooasol .o0 5,200.00 TOTAL TAX CREDIT .5,200.00 BALANCE OF TAX DUE 167.42CR INTEREST AND PEN. .00 TOTAL DUE 167.42CR * IF IPAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. r 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.)