HomeMy WebLinkAbout01-26-07
01-23-2007
BITNER
11-26-2005
21 06-0615
CUMBERLAND
101
APPEAL DATE: 03-24-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREl" OF INDIVIDUAL TAXES
INHERI'A~ TAX DIVISION
PO BOX 280601
~ISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~': v,~"rtlQiFU~E'J}F,"lNHERITANCE TAX
.APPRAfsiHEf.lf .'AL'L.GWANCE OR DISALLOWANCE
"OF'DEDuCtI'ON'S AND ASSESSMENT OF TAX
i " '
Iq~1
L<.!"",
I: 3 0 DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
26 p;~
CL.:R).< C::::
WILLIAM D BITNER
1180 N MIDDLETON RD
CARLISLE PA 17013
*'
REV-15~7 EX AFP (06-05)
BERTHA
M
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BITNER BERTHA M FILE NO. 21 06-0615 ACN 101 DATE 01-23-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
1,500.00
.00
(8)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
4,675.00
.00
Cl1)
Cl2)
Cl3)
Cl4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,500.00
4.&71;.00
3,175.00-
.00
3,175.00-
NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Tax Due
Cl5) .00 X 00 .00
Cl6) .00 X 045 = .00
Cl7) .00 X 12 = .00
Cl8) .00 X 15 = .00
Cl9)= .00
AMOUNT PAID
90.72
REC PT
NUMBER
CD007406
INTEREST/PEN
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
90.72
90.72CR
.00
90.72CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
'.
INHERITANCE TAX
EXPLANATION
OF CHANGES
,
..COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Bertha Bitner
FILE NUMBER
Anita McCully
ACN
2106-0615
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
E
The jointly owned account has been correctly reported on schedule F.
H
The total of this schedule has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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