HomeMy WebLinkAbout04-18-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C,~(v"'.nr,:::" I'tJ;!UtOE ptr INHERITANCE TAX
,t:}/'AP"R"ltS~t~'T'~ ALLOWANCE OR DISALLOWANCE
;:;J:Giji!t~~~Cr'~~~~' AND ASSESSMENT OF TAX
04-21-2008
DULL
12-20-2006
21 07-0771
CUMBERLAND
101
APPEAL DATE: 06-20-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'c~,J
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
Z008 APR 18 PM 12: 2 I
BARRY R SCATTON
215 W PENN ST
BEDFORD
CLERK OF
ORPHAI\I'S COURT
CU' ,~.r...,r'y ,w, ('n D\
1\;._ 'T" ,- ,-, I r
PA 15522
'*
REV-1547 EX AFP (06-05)
ELIZABETH E
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 DULL ELIZABETH E FILE NO. 21 07-0771 ACN 101 DATE 04-21-2008
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/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.
13.
14.
Net Value of Tax Return
( X) CHANGED
(9)
CIO}
(l)
(Z)
(3)
(4)
(S)
(6)
(7)
SEE ATTACHED NOTICE
82,952.40
.00
.00
.00
2,148.71
.00
.00
5,939.00
60,053.78
CIl}
CI2}
CI3}
CI4}
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
(8)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
85,101.11
lili.99?78
19,108.33
. 00
19,108.33
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 RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
01-31-2008 CD009236 52.71-
CIS}
CI6}
CI7}
CI8}
.00
9,554.17
.00
9,554.16
X 00 =
X 045 =
X 12 =
X 15 =
AMOUNT PAID
1,915.77
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
CI9}=
.00
429.94
.00
1,433.12
1,863.06
1,863.06
.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. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
,",.-. .
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Elizabeth E. Dull
REVIEWED BY
Destiny S.R.Brown
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Schedule F item 1 is correctly reportable on schedule A.
ROW
FILE NUMBER
ACN
2107-0771
101
Page 1
REV-1470EX (6-88)
...
\
--
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANA TION
OF CHANGES
Destiny S.R.Brown
ACN
2107 -0771
101
REVIEWED BY
Elizabeth E. Dull
FILE NUMBER
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
F 1
Jointly held are taxable outright to the beneficiarY/ies before determining residue.
ROW
Page 1