HomeMy WebLinkAbout02-22-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. '. .HofU:E OF INHERITANCE TAX
APP:RAISEH.l:::NT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
02-18-2008
LOY
07-14-2007
21 07-0706
CUMBERLAND
101
APPEAL DATE: 04-18-2008
( 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 2B0601
HARRISBURG PA 17128-0601
r, .. -, '1 r
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STEVEN J SCHIFFMAN
SERRATELLI ETAL
2080 LINGLESTOWN RD
HBG PA 17110
*'
REV-1547 EX AFP (06-05)
JOSEPHINE F
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 LOY JOSEPHINE F FILE NO. 21 07-0706 ACN 101 DATE 02-18-2008
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. Net Value of Tax Return
13.
14.
( ) CHANGED
(9)
(10)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
131,000.00
.00
.00
.00
7,142.00
1,140.00
.00
(8)
22,239.00
69.783.00
(11 )
(12)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
(13)
(14)
NOTE:
NOTE: To insure proper
credit t~ your account.
submit the upper portion
of this form with your
tax payment.
139,282.00
9:>.0:>:>.00
47,260.00
.00
47,260.00
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
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
11-15-2007
RECEIPT
NUMBER
CDo08981
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(15)
(16)
(17)
.00 X 00 =
47,260.00 X 045 =
.00 X 12 =
.00 X 15 =
AMOUNT PAID
2,127.00
(19)=
.00
2,127.00
.00
.00
2,127.00