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HomeMy WebLinkAbout09-05-08 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~-~rr~ . ~~~~'~•Cg D"F. INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES ,, Ape~AfS,EM~N7, /rLLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION -;; flF'Q&`I)UCT I!0'NS AND ASSESSMENT OF TAX PO BDX 280601 , HARRISBURG PA 17128-0601 REY-1547 EX AFP (06-05) ~~~$ S~~ -rj ~~+{ ~'l: ~ ~ DATE 09-01-2008 ESTATE OF FEGLEY NELDI F ~~~~,~ L~ DATE OF DEATH 01-17-2008 a~,,~,~ f,~~ ~ T FILE NUMBER 21 08-0111 ORPH R , . ` ,.,~_ ~, i~ xr~- -- COUNTY CUMBERLAND ' ~'',~~~ ~A ~~ JAN M WILEY ' ACN 101 THE WILEY GROUP APPEAL DATE: 10-31-2008 13 O W C H U R C H S T ( See reverse side under Objections ) DILLSBURG PA 17019 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 E- ---------------------------------- REV-1547 EX AFP C03-05~ ---------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FEGLEY NELDI F FILE N0. 21 08-0111 ACN 101 DATE 09-01-2008 TAX RETURN WAS: (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) C1) 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 C8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your taX payment. 29,339.24 APPROVED DEDUCTIONS AND EXEMPTIONS: 16,898 .92 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 556 .75 11. Total Deductions I11) 17.455.67 12. Net Value of Tax Return C12) 11,883.57 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax ClG) 11,883.57 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) 11 , 883.57 X 045 = 534.76 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 c19)= 534.76 TAX f_RFTITTS. PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 06-04-2008 CD009858 .00 534.76 ^ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 c2)_ 5,457.25 I3) .00 I4) .00 cs) 23 , 881.99 c6) .00 cn .00 TOTAL TAX CREDIT 534.76 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF TOTAL DUE IS LESS THAN $1, 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.)