HomeMy WebLinkAbout09-08-06
20G6 SEP -8 AM It: I ::~:TE OF ::;:~;~~06
_ DATE OF DEATH 01-24-2006
CLERK Or FILE NUMBER 21 06-0086
ORPHAN'S COURT COUNTY CUMBERLAND
" I!,n'-nl '\~'Ir, 1"'(\ Dj\,
\.jU\!:~~:, 'i)-''',..} \j'./. It\ACN 101
APPEAL DATE: 11-03-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
9~!_~~9~g_!~~!_~~~J______~___!~!~!~_~9~~!_~9!!!9~_~9!_!9~!_!~~9!~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN C FILE NO. 21 06-0086 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,"'^^!'"'\l"I~T~lPf,: MERITANCE TAX
P~ltEkf) AL\.t.b*ANCE OR DISALLOWANCE
R~~I!,~~r~N~m~~ ASSESSMENT OF TAX
CRAIG A HATCH ESQ
GATES ETAL
1013 MUMMA RD STE 100
LEMOVNE PA 17043
ESTATE OF SERBIEFF
*'
REV-1547 EX AFP (06-05)
JOHN
C
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-04-2006
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
l~. ABount of Line l4,at Spousal rate (l~)
16. ~t of Line 14 taxable at Lineal/Class A rate (16)
17. AIIount of Line 14 at Sibling rate (17)
18. Aaount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
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. Hortgages/Notes Receivable (Schedule D)
~. Cesh/Bank Deposits/Hisc. Personal Property (Schedule E)
6. .Jointly OWned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(~)
(6)
(7)
144.937.02
.00
.00
.00
157.244.74
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. CostslHisc. Expanses (Schedule H)
10. DabtslHortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
201594.50
(9)
(10)
1.902.22
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00
.00
101000.00
2691685.04
X 00 =
X 045 =
X 12 =
X 15 =
AHOUNT PAID
391500.00
73.82
DATE
04-20-2006
07-26-2006
NUHBER
CD006582
CD007020
INTEREST/PEN PAID (-)
21078.95
.00
(19)=
NOTE: To insure proper
credit to your accountl
subIIi t the upper portion
of this for. with your
tax pay_nt.
3021181. 76
22.496 72
2791685.04
.00
2791685.04
.00
.00
11200.00
401452.76
411652.76
TOTAL TAX CREDIT 411652.77
BALANCE OF TAX DUE .01CR
INTEREST AND PEN. .00
TOTAL DUE .01CR
( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.