HomeMy WebLinkAbout09-26-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
WILLIAM ADLER
ADLER & ADLER
125 LOCUST ST
HARRISBURG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;NO~IG6-.DF _INHERITANCE TAX
APPRAI'S~MENT,, ALLOWANCE OR DISALLOWANCE
;OF DEDUCTIONS AND ASSESSMENT OF TAX
4 REV-1547 EX AFP (06-05)
~~J~ ~~~ ~U f~f 1 `~ ~ ~r~STATE OF BELL9-2008 JAMES E
DATE OF DEATH 05-04-2007
~~~`-'~~~''~ FILE NUMBER 21 08-0723
of `~'- ;', ,, .~ ~ ~(lj ~i ~T
n , .-- ~~.h~~~ COUNTY CUMBERLAND
~~,~" _ ~~t ACN
101
APPEAL DATE: 11-28-2008
(See reverse side under Objections)
PA 17101 Amount Remitted l
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- ~) R_ETA_IN LOWER POR_TION_ 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 BELL JAMES E FILE N0. 21 08-0723 ACN 101 DATE 09-29-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
KESERVATION 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
(1) .00 NOTE: To insure proper
c2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
c4) .00 tax payment.
c5) .00
cs) 48,583.00
c7) .00
ce) 48,583.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 3,569.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 19.8 36.00
11. Total Deductions C11) 7;.40F;.00
12. Net Value of Tax Return I12) 25, 178.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 25, 178.00
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 C15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 12,589.00 X 045 = 566.51
17. Amount of Line 14 at Sibling rate I17) 12,589.00 X 12 _ 1,510.68
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due clg)= 2, 077.19
Tel[ rQCnrre.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-01-2008 CD009993 .00 1,914.00
TAITCDCCT rc• rn•
-- --~•-•---_ .....,,..••~• ~•• ~~-cuvo ~u~wL AAA GKtUl I 1,914.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 163.19
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 62.32
TOTAL DUE 225.51 ,
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE iJ
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
INHERITANCE TAX
~~° EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
James E. Bell 2108-0723
REVIEWED BY
Destiny S.R.Brown ACN
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F 2 Assets passing from the decedent to the surviving spouse are reportable and taxable at
the zero tax rate.
F Jointly held are taxable outright to the beneficiarylies before determining residue.
H 6 Reduced to $00. Family exemption can only be claimed against assets subject to will or
intestacy.
Row Page 1