HomeMy WebLinkAbout04-18-08
COMMONWEALTH OF PENNSYLVANIA
DsP~8TMENT OF REVENUE
:-.::(\('Pf'CI) CCF\~ih!~E OF INHERITANCE TAX
I '_l/-c.,~~:'~.p~A-ISE'I1EK'T, ALLOWANCE OR DISALLOWANCE
hCC:-> \ Lhlll;,ilEl:lUC'rIONS AND ASSESSMENT OF TAX
*
DATE 04-14-2008
ESTATE OF DRIVER BETTY L
DATE OF DEATH 10-05-2007
FILE NUMBER 21 07-0942
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-13-2008
( 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 ~
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
DONALD E DRIVER
309 GLENDALE DR
SHIREMANSTOWN
100a ~PR \ 8 Pl<\ \2: 22
ClEf~K O~,
ORPtlt~N'S C\<\~8\~
CUhN?'. .... ,fA
PA 17011
REV-1547 EX AFP (06-05)
ESTATE OF DRIVER BETTY L FILE NO.21 07-0942 ACN 101 DATE 04-14-2008
TAX RETURN WAS: ( X) ACCEPTED AS F I LED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
l. Real Estate (Schedule A) Cl) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 64,602.20 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 119,836.82
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 379,740.55
8. Total Assets (8) 564,179.57
APPROVED DEDUCTIONS AND EXEMPTIONS: 14,625.56
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule Il ClO) 1.596.09
1l. Total Deductions (11) 16.??1 6">
12. Net Value of Tax Return Cl2) 547,957.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax Cl4) 547,957.92
NOTE: 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 Cl5) 168,254.18 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) 379,703.74 X 045 = 17,086.67
17. Amount of Line 14 at Sibling rate Cl7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate Cl8) .00 X 15 = .00
19. Principal Tax Due Cl9)= 17,086.67
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-02-2008 CDo09132 815.79 15,500.00
01-24-2008 CDoo9208 .00 770.88
TOTAL TAX CREDIT 17,086.67
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
l! IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE .
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)