HomeMy WebLinkAbout05-02-08
04-28-2008
DODSON
05-01-2007
21 07-0553
CUMBERLAND
101
APPEAL DATE: 06-27-2008
( 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
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,_.",,- "NOTICE OF INHERITANCE TAX
rt"'f:D[W:C. O~Pl\B'i\rlsEHENT, ALLOWANCE OR DISALLOWANCE
, ';::',\;~..,:::;.., (',: '~F\ ~DUCTIONS AND ASSESSMENT OF TAX
:t,:b;,.) ! Ch 'OJ'. .', c l.," .
JOHN DElORENZO
1118 PINE RD
CARLISLE
1008 MAY -2 PM '2: 32
E'~PA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17015
.
REV-1547 EX AFP (06-05)
JOHN
T
TO:
CUT ALONG THIS LINE -. RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DODSON JOHN T FILE NO. 21 07-0553 ACN 101 DATE 04-28-2008
TAX RETURN WAS:
) ACCEPTED AS FILED
( X) CHANGED
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)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
163,980.00
886,745.85
.00
.00
178,096.57
69,787.87
.00
(S)
S.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
60,013.15
(9)
UO)
5.371.61
(11)
(12)
(3)
(4)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,298,610.10
6~.384 76
1,233,225.40
.00
1,233,225.40
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:
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
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS,
US)
(6)
(17)
US)
365,122.74 X 00 .00
868,102.26 X 045 = 39,064.60
.00 X 12 .00
.00 X 15 .00
(19)= 39,064.60
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-13-2007 CDo08415 1,953.23 40,000.00
TOTAL TAX CREDIT 41,953.23
BALANCE OF TAX DUE 2,888.63CR
INTEREST AND PEN. .00
TOTAL DUE 2,888.63CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
o
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
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
John T. Dodson
REVIEWED BY
Bill Lyons
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
K 2
The life estate factor is .29549 per the 5.6% Table.
ROW
FILE NUMBER
ACN
2107 -0553
101
Page 1