HomeMy WebLinkAbout06-20-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG'. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
rrAPPRAISEMENT, ALLOWANCE OR DISALLOWANCE
•- -- ' OP DEDUCTIONS AND ASSESSMENT OF TAX
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ELIZABETH P MULLAUGIt'`
100 PINE STREET
PO BOX 1166
HARRISBURG PA 17108
(13)
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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 DIXON LOTTIE I FILE N0. 21 07-0686 ACN 101 DATE 06-23-2008
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)
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
APPROVIED 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
(1) 838,810.00 NOTE: To insure proper
~2) 32,156.87 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
I5) 234 , 953.86
c6) 33.25
C7) 41,291.86
~$) 1,147,245.84
122,367.12
C9)
c10) 24,392.05
C11) 146.7F:9.17
c12) 1,000,486.67
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
.00
I14) 1,000,486.67
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.
ASSESSIMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 , 000, 486.67 X 045 = 45, 021.90
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due c19)= 45, 021 .90
rex rornrTe.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
*** SUMMARY 0 ALL 05 PAYMENTS **
03-28-2008 1,842.11 44,087.47
* IF P/\ID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1547 EX AFP C06-05)
DATE 06-23-2008
ESTATE OF DIXON LOTTIE I
DATE OF DEATH 06-28-2007
FILE NUMBER 21 07-0686
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-22-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 45,929.58
BALANCE OF TAX DUE 907.68CR
INTEREST AND PEN. .00
TOTAL DUE 907.68CR
IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
O RR FIINn_ SRp REVERSE STnF nF TFITS FnRM FOR TNCTRIICTTONC 1
REV-1470 EX (8-88)
COMMOIVWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BURE'.AU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENTS NAME
Dixon, Lottie I. FILE NUMBER
2107-0686
REVIEWED BY
Justin R. Gilmore ACN
101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
The deductions claimed for expenses related to property outside Pennsylvania have been
H B7_ disallowed. Debts secured by property situated outside of Pennsylvania are not allowable
9&10 for Pennsylvania purposes, unless the secured debt exceeds the value of the property.
I 13&15 The deductions claimed for expenses related to property outside Pennsylvania have
been disallowed. Debts secured by property situated outside of Pennsylvania are not
allowable for Pennsylvania purposes, unless the secured debt exceeds the value of the
property.
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