HomeMy WebLinkAbout01-11-08
12-31-2007
BITTINE
04-02-2007
21 07-0338
CUMBERLAND
101
APPEAL DATE: 02-29-2008
( See reverse side under Objections)
Amount Rem1ttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
ri n, ,"\
__' 1....
I DATE
. 9ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
!! :
ROBERT G FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
(r'O
J:-
('-:
PA 17013
REV-1547 EX AFP <06-05)
BOYD
M
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS 4--
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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 BITTINE BOYD M FILE NO. 21 07-0338 ACN 101 DATE 12-31-2007
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)
(D
(2)
(3)
(4)
(5)
(6)
(7)
80,000.00
.00
.00
.00
15,815.00
.00
78,070.00
(B)
B.
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)
CIO)
28,869.00
2,433.00
CID
CI2)
(13)
CI4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
173,885.00
31.30?_OO
142,583.00
.00
142,583.00
NOTE: If an assessment was 1ssued prev1ously, l1nes 14. 15 and/or 16. 17. 18 and 19 w1ll
reflect f1gures that 1nclude 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
lB. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS'
CIS) .00 X 00 .00
CI6) 142.583.00 X 045 = 6.416.24
CI7) .00 X 12 = .00
CIB) .00 X 15 = .00
(19)= 6.416.24
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-09-2007 CD008789 .00 1,104.00
11-01-2007 CD008898 .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. ('\J
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470EX (6-88)
"!iI;
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
INHERITANCE TAX
EXPLANA TION
OF CHANGES
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.
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