HomeMy WebLinkAbout07-25-08COMMONWEALTH OF PENNSYLVANIA
_ - pEPAR'TMENT OF REVENUE
- - -MOT~ICE OF INHERITANCE TAX
BURtAU OF' INDIVIDUAL TAXES ~!A`RP;1ZAbSEMENT,' ALLOWANCE OR DISALLOWANCE
INHERITANCE: TAX DIVISION "'" OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
~~~9 ~UL 25 ~'~~ 1~ 02
DATE 07-28-2008
C~~[',\ ~.1i
SUP ~ ~_ .
GARY J IMBLUM ESQ
KODAK IMBLUM
PO BOX 11848
HBG PA 17108
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _ _______________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BLOUGH SOPHIA T FILE N0. 21 07-0817 ACN 101 DATE 07-28-2008
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
(1) 125, 000.00
(z) .00
(3) .00
(4) .00
C5) 3,750.00
(6) .00
(7) .00
(s)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
128,750.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 13,541.85
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.723 .05
11. Total Deductions (11) 15.264.90
12. Net Value of Tax Return (12) 113,485.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 113,485.10
NOTE: If an assessment was issued previously, l ines 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:
00
0 0
.00
15. Amount of Line 14 at Spousal rate (15) • =
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 113,485.10 X 045. 5,106.82
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). 5, 106.82
INA VI~GLi .
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-20-2007 (0009002 228.95 4,350.00
05-02-2008 (0009657 .00 416.62
INTEREST IS CHARGED THROUGH 08-12-2008 TOTAL TAX CREDIT 4,995.57
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 111.25
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.71
TOTAL DUE 112.96
~ `.
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~'"'~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
e RccuNn_ sEE REVERSE SinE OF THIS FORM FOR INSTRUCTIONS.)
ESTATE OF BLOUGH SOPHIA T
DATE OF DEATH 08-24-2007
FILE NUMBER 21 07-0817
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-26-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REV-1470 EX (8-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
ENTS NAME
Sophia T. Blough
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE
2107-0817
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H 11 12 Repairs to real estate cannot be used as deductions against the decedent's estate unless
$<~16 the real estate has been sold.
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