HomeMy WebLinkAbout10-03-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - APPR'AIS~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
`~"~~~n ~'^'j _'? -t~ 7• ~ DATE 10-06-2008
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ESTATE OF ELLIOTT RAY W
DATE OF DEATH 12-31-2007
"~~'-' ! FILE NUMBER 21 08-0002
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'' COUNTY CUMBERLAND
H A ADAMS ~ ~ , ~}'~, ACN 101
STE 3 APPEAL DATE: 12-05-2008
4 9 W O RANGE S T (See reverse side under Objections )
SHIPPENSBURG PA 17257 Amount Remitted ~ ~~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---
~ - --! RETAIN LOWER POR_TION
FOR YOUR RECORDS E--
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REV-I54
7 EX AFP C03-05) _
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NOTICE OF
INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE ~DF ELLIOTT RAY W FILE N0. 21 08-0002 ACN 101 DATE 10-06-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED C 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) 124,232.34 NOTE: To insure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5)_ 6,758.43
C6) .00
c7) .00
C8) 130,990.77
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13,412.83
C9)
clo) .00
(11) 13.41?.8
c12) 117,577.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 117,577.94
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.
ASSESSNENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .OD X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 117,577.94 X 045 __ 5,291.01
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due c19)= 5,291.01
TAY rQ [:nTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-01•-2008 CD009953 .00 5,296.03
TOTAL TAX CREDIT 5,296.03
BALANCE OF TAX DUE 5.02CR
INTEREST AND PEN. .00
TOTAL DUE 5.02CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
. orrn,an crr orvrocr cTnG nF TNIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
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COMMON\NEALTH OAF PENNSYLVANIA
DEPP~RTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
NP~M E
Ray W. Elliott
REVI
Destiny S.R.Brown
FILE NUMBER
2108-0002
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Total amount of the net value was not carried to the tax computation section correctly.
INHERITANCE TAX
EXPLANATION
OF CHANGES
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