HomeMy WebLinkAbout02-22-08
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 2B0601
HARRISBURG PA 1712B-0601
L i~3 FE3 22
;;;1 !!: : J
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
02-18-2008
LIVINGSTON
02-15-2007
21 07-0167
Or::-
*
REV-1547 EX AFP <06-05)
HILDRETH
D
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-18-2008
( See reverse side under Objections)
A.ount 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 ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LIVINGSTON HILDRETH D FILE NO. 21 07-0167 ACN 101 DATE 02-18-2008
DAVID H RADCLIFF ESQ
RADCLIFF LAW OFFICE
1011 MUMMA RD STE 201
LEMOYNE PA 17043
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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
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.
14.
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
163,000.00
324,445.95
.00
.00
154,710.75
.00
.00
(9)
ClO)
61,743.77
6,513.97
( 11)
Cl2)
Cl3)
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
642,156.70
Cl4)
68.?1i7.74
573,898.96
.00
573,898.96
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh 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)
NOTE:
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
05-14-2007
11-07-2007
RECEIPT
NUMBER
CD008160
CD008924
DISCOUNT (+)
INTEREST/PEN PAID (-)
4,210.53
.00
INTEREST IS CHARGED THROUGH 03-04-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
Cl5)
.00
.00
.00
573,898.96
X 00 =
X 045 =
X 12 =
X 15 =
Cl9)=
.00
.00
.00
86,084.84
86,084.84
Cl6)
Cl7)
AMOUNT PAID
80,000.00
1,780.60
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
85,991.13
93.71
2.10
95.81
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
'1
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. L~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)