HomeMy WebLinkAbout01-25-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
01-21-2008
RHOADS
09-30-2006
21 06-0886
CUMBERLAND
101
APPEAL DATE: 03-21-2008
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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PETER R WILSON
REAGER & ADLER
2331 MARKET ST
CAMP HILL
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PC C
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PA l70ll
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REV-1547 EX AFP (06-05)
LEVANCE
w
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 RHOADS LEVANCE W FILE NO. 21 06-0886 ACN 101 DATE 01-21-2008
TAX RETURN WAS: ( ) ACCEPTED AS FILED
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
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.
13.
14.
Net Value of Tax Return
( X) CHANGED
SEE ATTACHED NOTICE
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
188,871.99
.00
.00
(8)
(9)
CIa)
8,161.45
.00
(11)
CI2)
CI3)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
CI4)
Net Value of Estate Subject to Tax
NOTE:
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
188,871.99
8.161 41i
180,710.54
.00
180,710.54
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ahh returns assessed to date.
ASSESSMENT OF TAX:
IS. 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
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
08-08-2007 CD008520 69.46-
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
CIS)
CI6)
CI 7)
CI8)
.00 X
180,710 .54 X
.00 X
.00 X
00 =
045 =
12 =
15 _
.00
8,131.97
.00
.00
8,131.97
12,890.54
4,758.57CR
.00
4,758.57CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE Du~1
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) .
CI9)=
AMOUNT PAID
12,960.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
t<EV-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
Levance W. Rhoads
FILE NUMBER
Steven James
ACN
21 06-0886
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
As the executor has filed the probate return to report the decedent's real estate and the tax
due has been paid, the real estate passes to the new owner with a clear title. In addition,
the Office of Chief Counsel has issued a Release of Lien which also guarantees the
property is clear of all Inheritance Tax liens.
ROW
PaQe 1