HomeMy WebLinkAbout09-12-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
AMY M MOYA
4811 JONESTOWN
SUITE 226
HARRISBURG
COMMONWEALTH OF PENNSYLVANIA
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PA 17109
REV-1547 EX AFP (06-05)
DATE 09-09-2008
ESTATE OF LEACH CHARLES R
DATE OF DEATH 11-06-2007
FILE NUMBER 21 07-1021
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-08-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P,A 17013
CUT ALONG THIS LINE ---- -- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ____________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEACH CHARLES R FILE N0. 21 07-1021 ACN 101 DATE 09-09-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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:
(1) 158,900.00 NOTE: To insure proper
(2) 934,493.89 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 392 , 424.09
c6) .00
cn 236,598.18
c8) 1,722,416.16
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 42,362.75
(9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,255 .03
11. Total Deductions X11) 44.6 7.78
12. Net Value of Tax Return C12) 1 , 677, 798.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .1) C13) 50,000.00
14. Net Value of Estate Subject to Tax (14) 1,627,798.38
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) • 00 X 045 _ . 00
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 1 , 627, 798.38 X 15 _ 244, 169.76
19. Principal Tax Due C19)= 244, 169.76
Tex r_R~nrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
01-31-2008 CD009234 7,894.74 150,000.00
01-31-2008 CD009235 3,947.37 75,000.00
06-16-2008 CD009889 .00 7,327.65
TOTAL TAX CREDIT 244,169.76
BALANCE OF T.AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A EFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)