HomeMy WebLinkAbout07-06-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO ~( 280d01
HARRTS8UR6 PA 17128-0601
RICHARD J EMBERY
EMBERY ETAL
•
~~',~ ~$~ ITANCE TAX ~'lnSJ/ Vat11~
APPRAI'~,~~~1 ~~ CE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF ZI~~D ~I ~.~A~S~SSMENT OF TAX REV-1547 EX AFP clz-o9)
2014 JUL _6 P~ ~' ~~ATE 06-21-2010
ESTATE OF SANKEY WILLIAM A
(,;t~~~'( ~~ DATE OF DEATH O 1- 25 - 20 0 9
0~~'S C~~~1 FILE NuMS~R 21 o9-o2b5
~~~~_.,~~~~ ~~ . FAA. COUNTY CUMBERLAND
ACN 101
300 HUNTINGDON PIKE
ROCKLEDGE PA 19046
APPEAL DATE: 08-20-2010
(See reverse side uwder Db}ect~ons)
Amount Re~,ittsd~ ~1
MAKE CHECK PAYABLE AND REMIT PAYMENT TOs
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE r- RETAIN LOWER PORTION FOR YOUgt RECORDS ~
------------~•----•------------------r•.-------..-~--------•~ •0-------------....--------•~-------
REV-1547 EX AFP t12-09~ NOTICE OF LNNERITANCE TAX APPRAISENlL~NT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SANKEY WILLIAM AFILE NO.s21 09-0265 ACM: 101 DATE: Ob-21-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •a 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) C2)_1_ 805, 057.60 credit to your account,
. 0 0 submit the upper portion
3. Closoly Held Stock/Partnership Interest (Schedule C) .
C3) of this form with your
4. Nortpa8es/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Doposits/Misc. Personal Property (Schedule E) C5) ~ 202, 366.22
6. Jointly Owned Property (Schedule F) Cd) .0 0
7. Transfers (Schedule G) C7) 427,200..71
8. Total Assets CS) 2,.434,624.53
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 7:4..8.5 0.4 3
10. Debts/Mortpaye Liabilities/Liens (Schedule I) C10)-, 8 3 1.2 9
11. Total Deductions C11) 75,681.72
C12) 2, 358, 942.81
12. Net Value of Tax Roturn
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) ~~„ .0 0
14. Net Value of Estate Subject to Tax C14) ~,~? ~ 3,y~-,$, 942.81
NOTE: If an assessment was issued pr®viously, lines 14, 15 and/or 16, 17 , 18 and 19 will
reflect fi~iur®s 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 Clb) ~ ~ ~g~ 9.. 4s-„~, x 045 ~ lOb,152.43
17. Amount of Line 14 at Sibling rate C17) ~~ X 1 2 : .0 0
18. Amount of Lina 14 taxable at Collateral/Class B rate C18) .0 0 X 1 5 ~ .0 0
19. Principal Tax Due C19)~ lOb,152.43
TAY f_QCTITTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-13-2009 CDO11101 3,157.69 b0,000.00
04-13-2009 CD011102 2,105.2b 40,000.00
02-20-2010 CD012376 12.3b- 901.b4
Ob-14-2010 SBADJUST .00 .79
TOTAL TAX PAYMENT lOb,152.43
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS`~~