HomeMy WebLinkAbout06-29-07 (2)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'...,r('\f"\nnr ~P.:r.ICE rOf INHERITANCE TAX
',t\.A}A~~~~~~f, ; ALLOWANCE OR DISALLOWANCE
i~EGi~:P:!'F:~r7f!f~~s AND ASSESSMENT OF TAX
*'
DATE 06-25-2007
ESTATE OF RUTLEDGE GEORGE T
DATE OF DEATH 02-10-2007
FILE NUMBER 21 07- 0408
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-24-2007
( See reverse side under Objections)
A.ount Re.ittedl 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 +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RUTLEDGE GEORGE T FILE NO. 21 07-0408 ACN 101 DATE 06-25-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
2001 JUN 29 PM I: 12
CLERK OF
ORPHAN'S COURT
CUMrJr:-r"
G PHILIP RUTLEDGE
BYBEL RUTLEDGE
1017 MUMMA RD STE 302
LEMOYNE PA 17043
-' (~'J, PA
REV-1547 EX AFP (06-05)
T AX RETURN WAS: (X) ACCEPTED AS F I LED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedu~e 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
.00
42,994.81
(8)
42,994.81
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(9)
ClO)
.00
.00
Cl1)
Cl2)
Cl3)
Cl4)
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
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 Abb 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. Principal Tax Due
TAX CREDITS:
PAYMt:NI
DATE
NOTE:
KI:CEIPT
NUMBER
IHSCOUNl (+)
INTEREST/PEN PAID (-)
.on
42,994.81
.00
42,994.81
US)
Cl6)
Cl7)
Cl8)
42,994.81 X
.00 X
.00 X
.00 X
.00
.00
.00
.00
.00
00 =
045 =
12 =
15 =
Cl9)=
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT .IS REQUIRED. f'"\..
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~-D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)