HomeMy WebLinkAbout12-05-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
APPR~~~:~~C~~C~I~:~LOWANCE
OF D~~V~TrO~9 A~cASS~SSMENT OF TAX
,,;: ,i; ;""'_
*'
REV-1547 EX AFP (06-05)
TRICIA D NAYLOR
J C OSZUSTOWICZ LW OFC
104 S HANOVER ST
CARLISLE PA 17013
"'n:l7 n'"" 5 Pb~I' ~~1E OF
Lti" ut.L.. r l€S I "T'
DATE OF DEATH
r': -rv/ nr:
'\jL:::ih \-'1' FILE NUMBER
"..'......'1 t""""""
:.,I,l',.rQOUNTY
," n"AC~.
11-26-2007
DUNWOODY
12-14-2006
21 07-0236
CUMBERLAND
101
APPEAL DATE: 01-25-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BETTY
H
TO:
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 DUNWOODY BETTY H FILE NO. 21 07-0236 ACN 101 DATE 11-26-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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)
.00
31,751.19
.00
.00
1,200.00
.00
176,406.50
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
209,357.69
APPROVED DEDUCTIONS AND EXEMPTIONS:
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
CIO)
14,771.20
6.905.01
(11)
CI2)
CI3)
CI4)
?1.676.?1
187,681.48
.00
187,681.48
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abh 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
NOTE:
CIS)
CI6)
CI7)
CI8)
.00 X 00 .00
187,681.48 X 045 = 8,445.67
.00 X 12 = .00
.00 X 15 = .00
CI9)= 8,445.67
19. Principal
TAX CREDITS:
PAYMENT
DATE
03-13-2007
Tax Due
RECEIPT
NUMBER
CD007893
DISCOUNT (+)
INTEREST/PEN PAID (-)
422.28
AMOUNT PAID
8,600.00
.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
9,022.28
576.61CR
.00
576.61CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. .\
IF TOTAL DUE IS REFLECTED A'5 A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)