HomeMy WebLinkAbout11-02-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-NOnCE OF INHERITANCE TAX
AFPRA!SEHENT, ALL.OWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
!. ~TE
, . ~S'rATE OF
DATE OF DEATH
FILE NUMBER
I COUNTY
r~ ACN
10-29-2007
RUSH
10-16-2006
21 06-0947
CUMBERLAND
101
APPEAL DATE: 12-28-2007
( 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
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
l:~)=7 r<~i1:f - ~~
r ::
STEPHANIE E CHERTOK ESQ
61 W LOUTHER ST
CARLISLE PA 17013
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REV-1547 EX AFP (06-05)
VIRGINIA
L
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 RUSH VIRGINIA L FILE NO. 21 06-0947 ACN 101 DATE 10-29-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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
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 ALL 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
TS:
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.
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
NOTE:
T
A N
DATE
01-12-2007
07-16-2007
07-16-2007
EC IPT
NUMBER
CD007697
CD008416
CD008417
(1)
(2)
(3)
(4)
(5)
(6)
(7)
149,900.00
.00
.00
.00
131.193.19
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
281,093.19
9?7n9.~8
188,383.81
.00
188,383.81
.00
900.00
20,206.06
.00
21,106.06
TOTAL TAX CREDIT 21,107.08
BALANCE OF TAX DUE 1.02CR
INTEREST AND PEN. .00
TOTAL DUE 1.02CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~J
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE ()
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
(10)
31,419.45
61.289.93
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
.00 X
20,000.00 X
168,383.81 X
.00 X
00
045 =
12 =
15 =
(19)=
AMOUNT PAID
17,106.43
1,599.31
1,501.00