HomeMy WebLinkAbout11-21-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF' INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE! 7AX DIVISION OF' DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
i~t'~ , ~~''.~~ ~ ~ Ct»i ~L~; (s"'.~ DATE 11-17-2008
ESTATE OF STEVENS JEANNETTE H
~-~-,,,,. ~-; DATE OF DEATH 01-18-2008
~l~`"`'~' `''' FILE NUMBER 21 08-0119
E ~~'~~~ I J "~ ,~~~ COUNTY CUMBERLAND
4~AYNE M PECHT Cl~t ^~~ - - ~ ,W ACN 101
PECHT & ASSOC APPEAL DATE: 01-16-2009
].205 MANOR DR STE 200 (See reverse side under Objections)
h1ECHANICSBURG PA 17055 Amount Remitted- -1
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ____________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STEVENS JEANNETTE H FILE N0. 21 08-0119 ACN 101 DATE 11-17-2008
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) .0 0 NOTE: To insure proper
2. 'itocks and Bonds (Schedule B) (2) 87,709.71 credit to your account,
3. I:losely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. liortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. I:ash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 15,241.47
6. .Jointly Owned Property (Schedule F) C6) 6,968.51
7. "transfers (Schedule G) (7) 12, 623.05
8. Total Assets (g) 122,542.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
8,630.83
9. 1=uneral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO)_ 2,050.59
11. Total Deductions (11) 10.681 .4
12. Net Value of Tax Return (12) 111 , 861.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (lG) 111,861.32
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. I~mount of Line 14 at Spousal rate
16. /mount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. I~mount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
rex rvrnrrc.
c15) • 00 X 00 _ . 00
c16) 111,861.32 X 045 __ 5,033.76
cn) .00 X 12 _ .00
(la) .00 X 15 _ .00
(19)= 5,033.76
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-04-2008
08-04-2008 CD010092
CD010093 ~ .00 5,016.81
.00 16.95
TOTAL TAX CREDIT 5,033.76
BALANCE OF .TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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" (CR)r YOU MAY BE DUE
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