HomeMy WebLinkAbout01-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r^ ~ _1 r~ 'hYO'TIOE 'OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ;`APPRAI$EMEkI`;`ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ' ~%OF ` tiE`IjUCYIO7JS AND ASSESSMENT OF TAX
PO BOX 2BD601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (12-08)
~~~~ ..~a~'~ !~ ~~! ~~~ ~f$ DATE 01-05-2009
ESTATE OF BURKHOLDER GERTRUDE G
v~~'~~~_~ DATE OF DEATH 08-21-2007
(,~~~;•-',=~'`;:j'~,,,'~,;r~T FILE NUMBER 21 08-0718
'~'~-_ p~ COUNTY CUMBERLAND
DUANE P STONE C~
ACN 101
DUANE STONE LAW OFCS APPEAL DATE: 03-06-2009
PO BOX 696 (See reverse side under Objections)
DILLSBURG PA 17019 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 ~-- --------------
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REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BURKHOLDER GERTRUDE G FILE N0. 21 08-0718 ACN 101 DATE 01-05-2009
TAX RETURN WAS: C X) ACCEPTED AS FLLED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A] (1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2 2,7 57.95
6. Jointly Owned Property (Schedule F) I6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets I8) 22, 757.95
APPROVED DEDUCTIONS AND EXEMPTIONS: 2,114.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) .00
11. Total Deductions (11) 7.114.00
12. Net Value of Tax Return (12) 20,643.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) I13) .0 0
14. Net Value of Estate Subject to Tax (14) 20,643.95
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 (15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 20,643.95 X 045. 928.98
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)= 928.98
TAY f`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-25-2008 CD010317 .00 928.98
BALANCE OF UNPAID INTEREST/PENALTY AS OF
* IF PAID AFTER DATE INDICATED, SEE REVERSE
cno reiruLATION OF ADDITIONAL INTEREST.
09-26-2008 TOTAL TAX CREDIT 928.98
BALANCE OF TAX DUE .00
INTEREST AND PEN. 22.65
TOTAL DUE 22.65
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
~ o~ciiNn_ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)