HomeMy WebLinkAbout02-29-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*
DATE 02-26-2008
ESTATE OF BAKER BETTY A
DATE OF DEATH 02-17-2007
FILE NUMBER 21 07-0171
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-26-2008
( 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 ~
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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 BAKER BETTY A FILE NO. 21 07-0171 ACN 101 DATE 02-26-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
''" .. ", (., p' i
'> '- J , , . '-
.. " ,
STEPHEN D TILEY
FREY & TILEY
5 S HANOVER ST
CARLISLE
'~'i "
<.r"
PA 17013
REV-1547 EX AFP (06-05)
T AX 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.
13.
14.
Net Value of Tax Return
( ) CHANGED
CI)
(2)
(3)
(4)
(5)
(6)
(7)
65,000.00
399.00
.00
.00
87,991.00
.00
52,763.00
(8)
206,153.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(9)
CIO)
22,470.00
1.247.00
(11 )
CI2)
CI3)
CI4)
?3.717 DO
182,436.00
.00
182,436.00
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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
Net Value of Estate Subject to Tax
NOTE:
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
DATE
05-09-2007
11-07-2007
RECEIPT
NUMBER
CD008138
CD008926
DISCOUNT (+)
INTEREST/PEN PAID (-)
402.26
.00
CIS)
CI6)
CI7)
CI8)
.00 X
182,436.00 X
.00 X
.00 X
.00
8,210.00
.00
.00
8,210.00
00 =
045 =
12 =
15 =
(19)=
AMOUNT PAID
7,643.00
164.75
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
8,210.01
.01CR
.00
.01CR
Q
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.