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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r.-i-.r\"CT~ r'''-lWIlJ~.OF INHERITANCE TAX
'~.__:~~i~~VS:E.k~~{ALLOWANCE OR DISALLOWANCE
lr'Jj~d t!'f'j?EWnJ9NS AND ASSESSMENT OF TAX
DATE 04-28-2008
ESTATE OF SQUIRES MILDRED P
DATE OF DEATH 05-28-2007
FILE NUMBER 21 07-0528
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-27-2008
( 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
f~!_~~~~~_!~!~_~!~~______~___~~!~!~_~e~~~_~e~!!e~_~e~_Ye~~_~~~e~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SQUIRES MILDRED P FILE NO. 21 07-0528 ACN 101 DATE 04-28-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
2008 HAY -2 PH 12: 32
JOEL R ZULLINGER
ZULLINGER DAVIS
14 N MAIN ST STE
CHAMBERS BURG
CLERK OF
ORfJHN.J'S COURT
CUMBERL,t~O CO.. PA
200
PA 17201
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8.
Total Assets
167,000.00
2.008.942.49
.00
.00
58,203.80
.00
225,088.26
(8)
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
(9)
ClO)
38,597.09
9.193.63
Cl1)
Cl2)
Cl3)
Cl4)
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
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
08-17-2007
Net Value of Estate Subject to Tax
NOTE:
RECEIPT
NUMBER
CD008566
DTSCOUNT (+)
INTEREST/PEN PAID (-)
5,425.75
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
ClS)
Cl6)
Cl7)
(18)
.00 X 00 =
2,411,443.83 X 045 =
.00 X 12 =
.00 X 15 =
*
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
2,459,234.55
47.790.7?
2,411,443.83
.00
2,411,443.83
Cl9)=
.00
108,514.97
.00
.00
108,514.97
AMOUNT PAID
126,112.50
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
131,538.25
23,023.28CR
.00
23,023.28CR
( 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
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
Mildred P. Squires
Sheila Megonnell
ACN
2107 -0528
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
H 8-22,
23, 27
&34
Repairs to real estate cannot be used as deductions against the decedent's estate unless
the real estate has been sold.
ROW
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