HomeMy WebLinkAbout12-21-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~-~-': r~-:-:\NO:T~F-E OF INHERITANCE TAX
} 'Af>P~AtS):'~E~T, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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REV-1547 EX AFP (06-05)
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DATE
12-17-2007
JOHN R COX
317 3RD ST B
NEW CUMBERLAND
C,DC, "
II ',.
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\PT
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ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BURKE
07-05-2007
21 07-0734
CUMBERLAND
101
APPEAL DATE: 02-15-2008
( See reverse side under Objections)
Allount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
REGINA
M
PA 17070
I
PAYMENT 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 BURKE REGINA M FILE NO. 21 07-0734 ACN 101 DATE 12-17-2007
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)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
164,929.00
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8.
Total Assets
(8)
164,929.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
(10)
37,506.00
.00
(11)
(12)
(13)
(14)
37.506.00
127,423.00
.00
127,423.00
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 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 (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
08-21-2007
09-17-2007
NOTE:
(15)
.00
.00
127,423.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
(19)=
.00
.00
15,290.76
.00
15,290.76
(16)
RECEIPT
NUMBER
CDo08575
CDo08694
DISCOUNT (+)
INTEREST/PEN PAID (-)
764.54
.00
AMOUNT PAID
15,500.00
18.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
16,282.54
991.78CR
.00
991.78CR I.
* 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
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
Regina M. Burke
Anita McCully
ACN
2107 -0734
101
ITEM
SCHEDULE NO.
E 3
EXPLANATION OF CHANGES
The proceeds of life insurance policies on the life of the decedent are not subject to tax in
the decedent's estate.
ROW
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