HomeMy WebLinkAbout05-11-07
..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
..-'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
DATE 05-14-2007
ESTATE OF LINDSEY CLAIRE C
DATE OF DEATH 07-29-2006
FILE NUMBER 21 06-0695
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-13-2007
( See reverse side under Objections)
A.ount Re.1ttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY:is47-EX-AFP-coi:osj-NOTicE-OF-iNHEiiYANCE-YAi-APPRAisEMENT:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LINDSEY CLAIRE C FILE NO. 21 06-0695 ACN 101 DATE 05-14-2007
""ll ;', ':, '.,f
I {I., .
" I l .
, l : .
CHRISTOPHER E RICf)R~.
MARTSON ETAL
10 E HIGH ST
CARLISLE PA 17013
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. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
125,000.00
.00
.00
.00
45.141.58
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
170,141.58
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)
20,853.79
6.144.30
Cl1)
Cl2)
(13)
(14)
?~.c)c)8 oc)
143,143.49
.00
143,143.49
NOTE:
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect f1gures 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
11. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Tax Due
C
AYM
DATE
10-27-2006
02-08-2007
Cl5)
(16)
Cl1)
(18)
.00 X
143,143.49 X
.00 X
.00 X
00
045 =
12 =
15 =
(19)=
.00
6,441.46
.00
.00
6,441.46
C
NUMBER
CD007358
CD007786
+
INTEREST/PEN PAID (-)
210.53
.00
AMOUNT PAID
4,000.00
1,827.41
INTEREST IS CHARGED THROUGH 05-29-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
6,037.94
403.52
2.65
406.17
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~ ^ ^
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)~y,
..
\
REV-1470 EX (~8)
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
FILE NUMBER
REVIEWED BY
ACN
2106-0695
101
Claire C Lindsey
Deborah Washington
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
H
A-4
The deduction for travel expenses has been disallowed. The executor or administrator of
the estate is the only person entitled to claim these expenses in conjunction with the
administration of the estate.
Per attorney office property was not sold, but transfer to the children. Repairs can only
be taken as an expense when property has been sold and a copy of the settlement sheet
is attached to return.
H
87-
4&5
ROW
Page