HomeMy WebLinkAbout03-24-08
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 280601
HARRISBURG PA 17128-0601
REV-1547 EX AFP <06-05)
DATE 03-24-2008
ESTATE OF RIER SARA J
DATE OF DEATH 03-07-2007
FILE NUMBER 21 07 - 0260
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-23-2008
( 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 +-
--------------------------------------------------------------------------..----------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RIER SARA J FILE NO. 21 07-0260 ACN 101 DATE 03-24-2008
CHARLES E PETRIE
3528 BRISBAN ST
HBG PA 17111
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
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:
IS. Amount of Line 14 at Spousal rate
Net Value of Estate Subject to Tax
NOTE:
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
DATE
10-18-2007
RECEIPT
NUMBER
CD008833
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
INTEREST IS CHARGED THROUGH 04-08-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
*
IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
i.J
( X) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
4,166.00
9,856.00
15,000.00
(8)
(9)
CIa)
13,105.00
1.025.00
CI1)
CI2)
(13)
CI4)
CIS)
(16)
.00 X
14,892.00 X
.00 X
.00 X
CI7)
CI8)
AMOUNT PAID
332.64
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
29,022.00
14.130 no
14,892.00
.00
14,892.00
00
045 =
12
15
.00
670.14
.00
.00
670.14
CI9)-
332.64
337.50
8.19
345.69
"",
C
('?;:(~~I,:\ ~ \
?1ft,",'",:r~?~
~';;:(- ':>1:;l,j~1-~~'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME
REV-1470 EX (6"88)
.
REVIEWED BY
ITEM
SCHEDULE NO.
F 1
INHERITANCE TAX
EXPLANA TION
OF CHANGES
Sara J. Rier
Anita McCully
EXPLANATION OF CHANGES
Annuities are fully taxable with no exclusion.
ROW
FILE NUMI3ER
ACN
2107 -0260
101
Page