HomeMy WebLinkAbout12-17-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ;NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES i APPR~ISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ..,bF.d9ED~1G~.ZONS AND ASSESSMENT OF TAX
PO BOX 280601 "
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~~~~ E.aLL ~ ~ p ~C~ ~J~ DATE 12-08-2008
ESTATE OF PETERSON MINNIE K
Ui.. ~! r'f~- DATE OF DEATH 09-13-2007
~~t+~t~.l'!~~ i~'.'l~ji`i~i FILE NUMBER 21 07-1109
~{~~. _~- `^ !:r'~ ~~y COUNTY CUMBERLAND
WAYNE M PECHT ACN 101
PECHT & ASSOCS APPEAL DATE: 02-06-2009
1205 MANOR DR STE 200 (See reverse side under Objections)
MECHANICSBURG PA 17055 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 PORTION FOR YOUR RECORDS 4-
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PETERSON MINNIE K FILE N0. 21 07-1109 ACN 101 DATE 12-08-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
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)
Ei. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
1. Transfers (Schedule G)
8. Total Assets
C1) .00 NOTE: To insure proper
C2) .0 0 credit to your account,
C3) .0 0 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 18,307.56
c6) 324.61
cn .00
~$) 18,b32.17
APPROVED DEDUCTIONS AND EXEMPTIONS:
5,712.88
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
ri0. Debts/Mortgage Liabilities/Liens (Schedule I) (101 2 7,9 67.27
11. Total Deductions C11) 33.680. 5
12. Net Value of Tax Return (12) 15, 047. 98-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax CI4) 15,047.98-
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) • OD X OD _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate C17) .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)= .00
re~r rvcnrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN dl, NO PAYMENT IS REQUIRED.
-~-•~~•rrnu nF ADDITIONAL INTEREST. IF TOTAL DUE LS REFLECTED AS A "CREDIT" CCR), YOU MAY BE Dl
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)