HomeMy WebLinkAbout10-12-07
CO~ONWEALTH OF PENNSYLVANIA
ri~PARTMENT OF REVENUE
~::{:r'rY"", (NoT-leE OF INHERITANCE TAX
, "~PPRAtSEM~IilT, ALLOWANCE OR DISALLOWANCE
. ,OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 10-16-2007
ESTATE OF BRAUGHT MERVIN L
DATE OF DEATH 03-24-2007
FILE NUMBER 21 07-0317
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-15-2007
( 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 +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRAUGHT MERVIN L FILE NO. 21 07-0317 ACN 101 DATE 10-16-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
2007 OCT 1 2 Pt'i 12: 09
ROBERT M FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
ClEi=:<: Die
ORPH,'ij'I':; 1-'''1 iRT
~I I~ '''j .1", ".) '_.'1,.) ._,)i I
l l)"i ! .", ("',
PA 17013
'*
REV-1547 EX AFP (06-05)
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.
4.
5.
6.
7.
8.
Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
Mo~tgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
Jointly Owned P~ope~ty (Schedule F)
T~ansfe~s (Schedule G)
(ll
(2)
(3)
(4)
(5)
(6)
(7)
189,000.00
9.800.00
.00
.00
110 .598. 00
.00
.00
(8)
309,398.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (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 ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
Total Assets
NOTE:
DATE
05-10-2007
05-11-2007
08-07-2007
NUMBER
CD008151
CD008156
CD008509
PAYMENT MUST BE MADE BY 12-24-2007*.
NOTE: To insu~e p~ope~
c~edit to you~ account.
sub.it the uppe~ po~tion
of this fo~m with you~
tax payment.
(9)
UO)
18,527.00
2,622.00
(11)
(2)
(3)
(4)
?1.149.00
288,249.00
.00
288,249.00
US)
(16)
(7)
(18)
.00 X
288,249.00 X
.00 X
.00 X
.00
12,971.21
.00
.00
12,971.21
00
045 =
12 =
15 =
(9)=
+
PAID (-)
441. 00
180.00
.00
AMOUNT PAID
8,379.00
3,420.00
531. 00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
12,951.00
20.21
.00
20.21
~ 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 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
DECEDENrS NAME
REVIEWED BY
Braught, Mervin L.
Justin R. Gilmore
FILE NUMBER
ACN
2107-0317
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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