HomeMy WebLinkAbout01-02-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ '
- APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - ¢F DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~-- `" v
HARRISBURG PA 17128-0601
JILL M WINEKA
P'URCELL ETAL
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PA 17102
REV-1547 EX AFP (12-OB)
DATE 12-22-2008
ESTATE OF GINANNI LESTER W
DATE OF DEATH 06-02-2007
FILE NUMBER 21 07-0589
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-20-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALOING THIS LINE -- RETAIN LOWER PORTION FOR YOUR RECORDS F-
REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE ~OF GINANNI LESTER W FILE NO. 21 07-0589 ACN 101 DATE 12-22-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. (teal Estate (Schedule A) C1) .00 NOTE• To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3.
f:losely Held Stock/Partnership Interest (Schedule C)
(3)
.00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. [;ash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 18.837.12
6. .Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 152, 243.98
8. Total Assets (g) 171 , 081.10
APPROVED DEDUCTIONS AND EXEMPTIONS:
7,026 .64
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 200 .00
11. Total Deductions (11) 7.??6 _ 64
12. Net Value of Tax Return (12)
163,854.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14)
163,854.46
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:
15. Ilmount of Line 14 at Spousal rate (15) 158,919.29 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 4,935.17 X 045 = 222.08
17. l~mount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. I>,mount of Line 14 taxable at Collateral/Class B rate C18) • 00 X 15 _ . 00
19. i'rincipal Tax Due (ly)= 222 • 08
TAX CRFIITTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-04-2008 CD010223 7.93- 247.08
TOTAL TAX CREDIT 239.15
BALANCE OF TAX DUE 17.07CR
INTEREST AND PEN. .00
TOTAL DUE 17.07CR ,~+
L
* IF PAID AFTER DATE INDICATED. SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. r
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE (J
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