HomeMy WebLinkAbout10-03-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
1NOTICE O.F INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~pppRAI9EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF 'DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2806111 _
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
7,7;;~ ~?~ ~- ,, DATE 09-29-2008
~, `~ ~J1 i ~ ' }~ ESTATE OF EMANUEL JOSEPH E
DATE OF DEATH 10-28-2006
- FILE NUMBER 21 07-0289
~'~ '`A ~'!.;~i COUNTY CUMBERLAND
GERALD J SHEKLETSKI ESQ`.~. ACN 101
STONE ETAL APPEAL DATE: 11-28-2008
P O BOX E (See reverse side under Objections
NEW CUMBERLAND PA 17070 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 ~
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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 iDF EMANUEL JOSEPH E FILE N0. 21 07-0289 ACN 101 DATE 09-29-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISIED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. (teal Estate (Schedule A)
2. :hocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. (:ash/Bank Deposits/Misc. Personal Property (Schedule E)
6. .Jointly Owned Property (Schedule F)
7. 'transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. 1=uneral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. ]]ebts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
T R t
cl) 135, 000.00
c2) 1 , 861 .44
c3) .00
c4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5) 1,900.00
c6) 7,218.96
C7) .00
c8) 145, 980 .40
25,933.42
C9)
clo) .00
C11) ~.9~ .4
clz) 120,046.98
12. Net Value of ax a urn
13. Charitable/Governmental Bequests; Non-elected 9 113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 120, 046.98
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) 120,046.98 X 045 = 5,402.11
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) •00 X 15 = .00
19. Principal Tax Due c19)= 5,402.11
~~ PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-03-2008 CD009976 376.44- 5,784.68
TOTAL TAX CREDIT 5,408.24
BALANCE OF TAX DUE 6.13CR
INTEREST AND PEN. .00
TOTAL DUE 6.13CR
* IF PA:[D AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF^TOTAL DUErISrREFLECTEDrASrATU'CREDIT~u' cCR)T„YOU~ MAYBE DUE ['