HomeMy WebLinkAbout07-25-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"' ~ "'7iSlTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~ APP~RAISEMENT., ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PD BOX 280601 ~_'OF.DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0681 REV-1547 EX AFP C06-05)
~~~~ JiJ~. ~~ ~ ~: Qp DATE o7-21-2008
ESTATE OF PYKE HAROLD L
~~,, :,~ DATE OF DEATH 10-20-2007
~{--}} ~'~'-~-'t~` `~~ FILE NUMBER 21 07-1075
. p~ COUNTY CUMBERLAND
JEFFREY A ERNICO ES~,~~;a'rv~ ~ ACN 101
METTE EVANS ETAL APPEAL DATE: 09-19-2008
PO BOX 5950 (See reverse side under Objections)
HBG PA 17110 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 F'-
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REV-154'7 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PYKE HAROLD L FILE N0. 21 07-1075 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) (1) .00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) 586,595.34
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 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) 4 7 2,97 9.38
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 1 , 059 , 574.72
APPROVED DEDUCTIONS AND EXEMPTIONS: 58,638.64
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.771.48
11. Total Deductions (11) 60.4] 0.17
999,164.60
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 4 99,582.32
499,582.28
14. Net Value of Estate Subject to Tax C14)
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 C16) 499,582.30 X 045 = 22,481 .20
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) •00 X 15 _ .00
19. Principal Tax Due C19)= 22,481.20
TAY rRFi1TTC~
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+]
INTEREST/PEN PAID C-)
AMOUNT PAID
01-10-2008 CD009160 1,052.63 20,000.00
04-23-2008 CD009615 .QO 1,428.57
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 22,481.20
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)