HomeMy WebLinkAbout04-18-08
COMMONWEALTH OF PENNSYLVANIA
__ r",.,DEPAR.TMENT OF REVENUE
. :':{i}";',t"ih; ,r-:-!~'QnCE OF INHERITANCE TAX
':(:,C,~~jipRAI ~~~~NT, ALLOWANCE OR DI SALLOWANCE
'L'_",-: c_' bF'DEDUCTIONS AND ASSESSMENT OF TAX
04-14-2008
DYER
05-25-2007
21 07-0608
CUMBERLAND
101
APPEAL DATE: 06-13-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
zoua APR 18 PM 12: 22
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLE.RK OF
ORPHAN'S CO~IRl ,
r"-!~1 ; f', '\ p,.\,
JAMES D CAMPBELL JR CUlL' '~: i ' . I' , . I .
CALDWELL & KEARNS
3631 N FRONT ST
HBG
PA 17110
*
REV-15~7 EX AFP <06-05)
RUTH
B
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DYER RUTH B FILE NO. 21 07-0608 ACN 101 DATE 04-14-2008
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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)
II.
12.
13.
14.
Total Deductions
Net Value of Tax Return
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
. DO
.00
.00
.00
. DO
3,355.98
573,776.15
(8)
(9)
(10)
10,012.04
9.846.56
(11)
(12)
(13)
(14)
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 Abh returns assessed to date.
ASSESSMENT OF TAX:
IS. 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
08-20-2007
01-22-2008
Net Value of Estate Subject to Tax
NOTE:
RECEIPT
NUMBER
CD008568
CD009195
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,526.32
.00
(15)
(16)
(17)
(18)
.00
501,546.17
.00
55,727.36
X DO =
X 045 =
X 12 =
X 15 =
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
577,132.13
19.81;8 60
557,273.53
.00
557,273.53
.00
22,569.58
.00
8,359.10
30,928.68
TOTAL TAX CREDIT 30,928.69
BALANCE OF TAX DUE .0ICR
INTEREST AND PEN. .00
TOTAL DUE .0ICR
( 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.) v
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(19)=
AMOUNT PAID
29,000.00
402.37