HomeMy WebLinkAbout12-05-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTH.ENT OF REVENUE
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er- i I' ..' il' ''. :l'loltrtte..OF INHERITANCE TAX
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i-::'r'f<~P~.ArSEME.'fI1/~ALLOWANCE OR DISALLOWANCE
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REV-1547 EX AFP (06-05)
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R MARK THOMAS ESQ
101 S MARKET ST
MECHANICSBURG
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-20-2007
BREWER
11-13-2006
21 06-1163
CUMBERLAND
101
APPEAL DATE: 01-19-2008
( See reverse side under Objections)
Amount ReMittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
SUSAN
C
PA 17055
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS 4-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BREWER SUSAN C FILE NO. 21 06-1163 ACN 101 DATE 11-20-2007
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)
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
310.68
.00
.00
7,081.39
65,595.60
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
72,987.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
ll.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
ClO)
128,531.53
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
1.881.32
Cl1)
Cl2)
Cl3)
Cl4)
13D.41?85
57,425.18-
.00
57,425.18-
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 (18)
19. Principal Tax Due
TAX CREDITS:
PAY ENT
DATE
08-13-2007
NOTE:
Cl9)=
.00
.00
.00
9,839.34
9,839.34
Cl5)
Cl6)
Cl7)
.00 X
. DO X
. DO X
65,595.60 X
DO
045 =
12 =
15 =
RECEIPT
NUMBER
CDo08544
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
145.79
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 145.79
THE BALANCE OF TAX DUE 9,693.55
INTEREST AND PEN. 242.01
TOTAL DUE 9,935.56
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. l:L1
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE Du:'D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
INTEREST IS CHARGED THROUGH 12-05-2007
AT THE RATES APPLICABLE AS OUTLINED ON
REVERSE SIDE OF THIS FORM
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
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
ACN
2106-1163
101
Susan C. Brewer
Anita McCully
ITEM
SCHEDULE NO.
F
EXPLANATION OF CHANGES
Probate estate is insolvent. Jointly held assets are taxable to the survivors. No
deductions can be claimed against joint property as it was not the responsibility of the
survivors to pay the debts.
G
The IRA is not taxable as the decedent was under the age of 59 %.
ROW
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