HomeMy WebLinkAbout01-09-09COMMONWEALTH OF PENNSYLVANIA
,_,,,,_..,_,,_~ ~,.,_p~~P_ARTMENT OF REVENUE
NtiT3GE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES r --„~ArPPRA~-S~MEMT-, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ OFLDEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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YVONNE DAVIDSON
31 W MIDDLESEX DR
CARLISLE PA 17013
REV-1547 EX AFP (12-OS)
DATE 01-05-2009
ESTATE OF MARTIN MURIEL K
DATE OF DEATH 10-19-2007
FILE NUMBER 21 07-0974
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-06-2009
(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 ALONG THIS LINE ---- ---- RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (12-OS) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARTIN MURIEL K FILE N0. 21 07-0974 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) 150,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 10,5 97.00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •~~ of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,064.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets fig) 169,661.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9,136.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 9.136.00
12. Net Value of Tax Return C12) 160,525.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14 Net Value of Estate Subject to Tax (14) 160,525.00
.
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 assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate c16) 160,525.00 X 045 = 7,224.00
17. Amount of Line 14 at Sibling rate (17) .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)= 7,224.00
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-26-2008 CD010323 .00 7,224.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
09-27-2008 TOTAL TAX CREDIT 7,224.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 95.70
TOTAL DUE 95.70
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~1
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE