HomeMy WebLinkAbout08-08-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES gpPRAdSEMENT,,ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIOpL$ AND ASSESSMENT OF TAX
PO BOX 260601
HARRISBURG PA 17128-0601 ~ REV-1547 EX AFP (06-D5)
~-y~c;t~ _,y DATE 08-04-2008
""` " '?`~'~' ~~ f r`3 {~~ Eye ESTATE OF SAWYER CHARLES E
DATE OF DEATH 02-09-2008
;.'' , ` i' = FILE NUMBER 21 08-0217
"1r_.,~`
~~ ~~ ~' ~~„ COUNTY CUMBERLAND
LARRY L SAWYER '~~,,~~'" ~~ -~ ~~r~ ACN 101
1543 INVERNESS DR "~' APPEAL DATE: 10-03-2008
MECHANICSBURG PA 17055 (See reverse side under Objections)
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 (03-051 NOTICE OF INHERITANCE TAX APPRAISEMENT, ,ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SAWYER CHARLES E FILE N0. 21 08-0217 AC'.N 101 DATE 08-04-2008
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) 139,500.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 325,527.00
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) (5) 139,979.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets ce) 605, 006.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9,256.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6.567.00
11. Total Deductions (11) 15.823.00
12. Net Value of Tax Return (12) 589, 183.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ~i) (13) •00
14. Net Value of Estate Subject to Tax (14) 589, 183.00
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 (16) 589,183.00 X 045. 26,513.00
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) •00 X 15 _ .00
19. Principal Tax Due (19)= 26,513.00
TAY /`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
05-06-2008 (0009679 1,325.65 25,187.35
TOTAL TAX CREDIT 26,513.00
BALANCE OF TAX DUE .00
INTEREST ANA PEN. .00
TOTAL DIIE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN S1, 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 FDR INSTRUCTIONS.)