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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 28060] HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05) DATE 03-17-2008 ESTATE OF RIGHTNOUR MILTON W DATE OF DEATH 05-02-2007 FILE NUMBER 21 07-0462 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 05-16-2008 ( 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 RIGHTNOUR MILTON W FILE NO. 21 07-0462 ACN 101 DATE 03-17-2008 MICHAEL S TRAVIS ATTY 3904 TRINDLE RD CAMP HILL PA 17011 TAX RETURN WAS: (X) 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) 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 ) CHANGED (1) (2) (3) (4) (5) (6) (7) 118,000.00 .00 .00 .00 44,345.79 .00 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (8) 162,345.79 (9) (10) 12,402.70 .00 (11 ) (12) (13) (14) 1?40;;>.70 149,943.09 . 00 149,943.09 13. 14. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax 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 19. Principal Tax Due TAX CREDITS: PAYMENT DATE 10-03-2007 NOTE: RECEIPT NUMBER CD008773 DISCOUNT (+) INTEREST/PEN PAID (-) .00 ( 15) .00 X .00 X .00 X 149,943.09 X 00 045 _ 12 15 .00 .00 .00 22,491.46 22,491.46 (16) (17) (18) (19) = AMOUNT PAID 22,491.46 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 22,491.46 .00 .00 .00 * 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 ~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) I~