HomeMy WebLinkAbout03-24-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
03-17-2008
HARRISON SR
04-18-2007
21 07-0484
CUMBERLAND
101
APPEAL DATE: 05-16-2008
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BRADLEY L GRIFfIE' ESQ
GRIFFIE & ASSOCS
200 N HANOVER ST
CARLISLE PA 17013
REV-1547 EX AFP (06-05)
FREDERICK L
I
PAYMENT TO:
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 HARRISON SR FREDERICK L FILE NO. 21 07-0484 ACN 101 DATE 03-17-2008
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/Pa~tne~ship Inte~est {Schedule C}
4. Mo~tgages/Notes Receivable {Schedule D}
S. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty {Schedule E}
6. Jointly Owned P~ope~ty {Schedule F}
7. T~ansfe~s {Schedule G}
B.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
{ X} CHANGED
SEE ATTACHED NOTICE
{l}
{2}
{3}
{4}
{S}
{6}
{7}
.00
.00
.00
.00
51,792.21
.00
.00
{B}
{9}
CIO}
4,336.64
9. Fune~al Expenses/Adm. Costs/Misc. Expenses {Schedule H}
10. Debts/Mo~tgage Liabilities/Liens {Schedule I}
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts {Schedule J}
14.
Net Value of Estate SUbject to Tax
385.00
CIl} _
CI2} _
CI3} _
CI4} _
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
51,792.21
4.7?1.64
47,070.57
.00
47,070.57
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 ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
NOTE:
17. Amount of Line 14 at Sibling ~ate
lB. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
TAX CREDITS:
PAYMENT
DATE
07-17-2007
RECEIPT
NUMBER
CD008424
DISCOUNT (+)
INTEREST/PEN PAID {-}
105.91
CIS}
.00 X
47,070.57 X
.00 X
.00 X
00
045 =
12
15
.00
2,1l8.17
.00
.00
2,1l8.17
2,305.91
187.74CR
.00
187.74CR r.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I
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.}
CI6}
CI7}
CIB}
CI9}-
AMOUNT PAID
2,200.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
REV-1470 ~X (6-88)
',-
~': 't INHERITANCE TAX
~:;:':~"~ ~~ EXPLANA TION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES .i
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Frederick L. Harrison, Sr. 2107-0484
REVIEWED BY ACN ,
Sheila Megonnell 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
,
;,
ROW Page 1