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Home My WebLink About01-08-08 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BITTING JEFFREY L 28 S FRONT STREET WORMLEYSBURG, PA 17043 n_n___ fold ESTATE INFORMATION: SSN: 184-28-7422 FILE NUMBER: 2107-0338 DECEDENT NAME: BITTING BOYD M DATE OF PAYMENT: 01/08/2008 POSTMARK DATE: 01/08/2008 COUNTY: CUMBERLAND DATE OF DEATH: 04/02/2007 NO. CD 009149 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $ 1 11 .46 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 3010 SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS $111 .46 GLENDA FARNER STRASBAUGH REGISTER OF WILLS r-----.-~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05) DATE 12-31-2007 ESTATE OF BITTINE BOYD M DATE OF DEATH 04-02-2007 FILE NUMBER 21 07- 0338 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 02-29-2008 ( See reverse side under Objections) Amount Remittedl 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 +- REY:i547-ix-AFP-C03:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANcE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BITTINE BOYD M FILE NO. 21 07-0338 ACN 101 DATE 12-31-2007 ROBERT G FREY FREY & TILEY 5 S HANOVER ST CARLISLE PA 17013 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) 80,000.00 NOTE: To insure proper .00 credit to your account, 00 submit the upper portion . of thi~orm with your . o~ tax paij}nt. 15,815.o,<<:~ ~ .00i:r:O ~ .' '- r- :z: 78,07o.o0-:'::;m -~::o I ~"j A <1:J3 3 , 8'8~ ..nO .~~ C)O )Q--n 28,869 . O(O~; c: . ;:0 2 ,433. ~-; ell) Cl2) Cl3) Cl4) -0 :!: Transfers (Schedule G) (l) (2) (3) (4) (5) (6) (7) 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. 8. Total Assets 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 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) ClO) - .. ~l .30::'.0'0 42,583.00 .00 142,583.00 NOTE: If an assessment was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of !J...b. returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate Cl5) .00 X 00 .00 16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) 142,583.00 X 045 = 6,416.24 17. Amount of Line 14 at Sibling rate Cl7) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate ClS) .00 X 15 = .00 19. Principal Tax Due Cl9)= 6,416.24 TAX CRJ:'DTTS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-09-2007 CD008789 .00 1,104.00 11-01-2007 CDo08898 .00 5,201.06 INTEREST IS CHARGED THROUGH 01-15-2008 TOTAL TAX CREDIT 6,305.06 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 111.18 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .28 TOTAL DUE 111.46 * 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 4 Q"!:'!:'llhln C::C::C' DI:'\IC'D~C' ~Tn,=, n~ "11"'roo ............... ~-- -"---"~---"- INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME REVIEWED BY Boyd M Bitting Deborah Washington FILE NUMBER ACN 2107 -0338 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES H B-1 The deduction for personal representative commission has been reduced from $9,300.00 to $6,800.00. No information was submitted with the return to indicate a demand for extraordinary services. The Department bases its ruling on the assets filed for inheritance tax purposes, reasonableness, research and complexity of the estate. PaQe 1