HomeMy WebLinkAbout03-28-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 03-24-2008
ESTATE OF RUSH MARGARET T
DATE OF DEATH 10-18-2007
FILE NUMBER 21 07-1137
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-23-2008
( See reverse side under Objections)
Amount Remitted I 1
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 RUSH MARGARET T FILE NO. 21 07-1137 ACN 101 DATE 03-24-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARKL;BlJRG PA 17128-0601
r-. r;.
.': '.,'
JUDITH R WOOD
713 ALBERTA AVE
MECHANICSBURG PA 17050
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
~ESE~'ATION 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
.00
.00
.00
.00
11,427.99
25,691.94
330,744.67
(8)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
II.
12.
13.
14.
Total Deductions
Net Value of Tax Return
(9)
(0)
2,927.80
21.41
(1)
(2)
(3)
(4)
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:
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
12-13-2007
Net Value of Estate Subject to Tax
NOTE:
RECEIPT
NUMBER
CD009083
DISCOUNT (+)
INTEREST/PEN PAID (-)
821.06
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
OS)
.00 X
364,915.39 X
.00 X
.00 X
REV-15';7 EX AFP (06-05)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
367,864.60
?949.?1
364,915.39
.00
364,915.39
00
045 =
12
15
.00
16,421.19
.00
.00
16,421.19
(6)
(7)
AMOUNT PAID
15,600.13
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
(9)=
16,421.19
. 00
. 00
. 00
IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. 0t'
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE .
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)