HomeMy WebLinkAbout01-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"`~ N~`~•~~f •OF `INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPR-AISEH~E.NT, A~tOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,.i ~FV D~~D~IGTLUNS--AND ASSESSMENT OF TAX
PO BOX 280601 i „_" _,: ._-
HARRISBURG PA 17126-0601 REV-1547 EX AFP (12-08)
+}~Sp?~! 4~A`;~ -~ ~y~ ~?° ~i~ DATE 01-05-2009
G ESTATE OF DAVIS CARMELA
-, ~-r•,~f ~•~- DATE OF DEATH 08-21-2007
{Jk r~ ~; ~~ ^T FILE NUMBER 21 07-0962
(~G;;-' ~ c r~~, 1 ~--
''' ~ ~n COUNTY CUMBERLAND
CHRISTOPHER C HOMES ~j ~'- ACN 101
917 MAGNOLIA DR APPEAL DATE: 03-06-2009
ENOLA PA 17025 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-~
_
REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DAVIS CARMELA FILE NO. 21 07-0962 ACN 101 DATE 01-05-2009
TAX RETURN WAS: C 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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) .00
6. Jointly Owned Property (Schedule F) (6) 5,991.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 5,991.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
589 .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 211 .86
11. Total Deductions C11) 800_R6
12. Net Value of Tax Return C12) 5, 190.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 5, 190.14
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) 5, 190.14 X 045 = 233.56
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate CIS) •DO X 15 _ .00
19. Principal Tax Due (19). 233.56
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
INTEREST IS CHARGED THROUGH 01-20-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 233.56
INTEREST AND PEN. 10.68
TOTAL DUE 244.24
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. L~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE )1