HomeMy WebLinkAbout09-26-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NQ~TICE: OF LNHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES t(APRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION QF I)EpUCTIONS AND ASSESSMENT OF TAX
PO BOX 28D601
HARRISBURG PA 17128-0601 REY-1547 EX AFP (06-D5)
~tJ::~L S~~ ~ta r'-+.i"q E ~ ~}[ DATE 09-22-2008
ESTATE OF MI:CK RUSSELL C
~; ~-~~~; ~~~.~- DATE OF DEATH 10-25-2007
~"; .~, ~~ „-- FILE NUMBER 2:1 07-0996
rlC~ ~- ~ ~ ~~ I~).`; COUNTY CUMBERLAND
JOHN E SLIKE ESQ ACN 101
SAIDIS ETAL APPEAL DATE: 11-21-2008
210 9 MAR K E T ST (See reverse side under Objections )
CAMP HILL PA 17011 Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND 1:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -- RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
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REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF MECK RUSSELL C FILE N0. 21 07-0996 AI:N 101 DATE 09-22-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANIGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 175, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 11b~,766.00 credit to your account,
submit the upper portion
3. Closely Held Stock/'Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 90,204.02
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) .00
381,970.02
8. Total Assets (g)
APPROVED DEDUCTIONS AND EXEMPTIONS:
24,896.11
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.,653.44
11. Total Deductions (11) ?6.549.55
12. Net Value of Tax Return (12) 355,420.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .J) C13) .00
14. Net Value of Estate Subject to Tax (14)
355,420.47
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 0 0 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .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) 355,420.47 X 15 _ 53,313.07
19. Principal Tax Due (19)= 53,313.07
TAY f DCTTTC.
PAYMENT
DATE RECELPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT I~AID
12-27-2007 CD009115 2,631.58 50,000.00
06-24-2008 CD009936 .00 416.00
INTEREST IS CHARGED THROUGH 10-07-2008 TOTAL TAX CREDIT 53,047.58
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF T'AX DUE 265.49
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3 77
TOTAL DUE 269.26
i~
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN +>1, NO PAYMENT IS REQUIRED.
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.)