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HomeMy WebLinkAbout12-05-07 .' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Dr.:(\'~\;:;Rmq19rfir.':if~~ITANCE TAX APf'RM'~E;H:E_~T.I :...~L~'o;Wi~~CE OR DISALLOWANCE ~r~,~~Jjl;l~q9/'4S',~P'ASSESSMENT OF TAX BUREAU OF INDIVIDUAL TAXES INH!kITANCE TAX DIVISION PO BOX 280601 HARRIS8URG PA 17128-0601 REV-1547 EX AFP (06-05) MELANIE WALZ SCARINGI SCARINGI & SCARINGI 2000 LINGLESTOWN RD HBG PA 17110 2001 DEe - 5 rt112: ~TE ESTATE OF ('I EP'/ ('>= DATE OF DEATH 00";<- ,,'\ ';::~n! I. T FILE NUMBER 'hri-<"R I~,.COUNTY CUi -t'AcN 11-12-2007 APA 12-07-2006 21 06-1138 CUMBERLAND 101 APPEAL DATE: 01-11-2008 ( See reverse side under Objections) Amount Remittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 RUTH M 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 APA RUTH M FILE NO. 21 06-1138 ACN 101 DATE 11-12-2007 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) G. 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 .00 .00 27,781.84 176,961.34 28.08 .00 NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. (8) 204,771.26 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 (9) ClO) 22,368.36 7.741.45 (11 ) Cl2) 13. 14. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax Cl3) Cl4) 30.109 81 174,661.45 .00 174,661.45 If an assessment 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 NOTE: Cl5) Cl6) Cl7) Cl8) . DO X 174,661.45 X . DO X .00 X 00 045 = 12 = 15 = 19. Principal TAX CREDITS: PAYMENT DATE 08-31-2007 Tax Due Cl9)= .00 7,859.77 .00 .00 7,859.77 R CE PT NUMBER CD008616 ISCOUNT (+) INTEREST/PEN PAID (-) .00 AMOUNT PAID 15,559.90 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 15,559.90 7,700.13CR .00 7,700.13CR , * 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 HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (6-88) , INHERITANCE TAX EXPLANA TION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME FILE NUMBER Ruth MApa REVIEWED BY ACN 2106-1138 101 Deborah Washington ITEM SCHEDULE NO. EXPLANATION OF CHANGES E 6 Suspended pending your final figure for this distribution from another estate. A supplemental should be file at that time. No action will be taken on the request for refund until it has been determined that all taxes owned have been paid. Page 1