HomeMy WebLinkAbout01-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,. _ 1 --,--;NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES --' ~4R1"RALB~Et~ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,'QF .DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ _, .. .. __
HARRISBURG PA 17128-0601 '-"-
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KEVIN M SCOTT ESQCI,, ~~~
SAUL EWING
2 N 2ND ST 7TH FLR
HBG PA 17101
REV-1547 EX AFP (12-OB)
DATE 01-05-2009
ESTATE OF WRIGHT KAREN R
DATE OF DEATH 09-23-2007
FILE NUMBER 21 07-1029
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 (12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WRIGHT KAREN R FILE N0. 21 07-1029 ACN 101 DATE 01-05-2009
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5 7,4 28.91
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 57,428.91
APPROVED DEDUCTIONS AND EXEMPTIONS: 6,247.66
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 6.247.66
12. Net Value of Tax Return (12) 51 , 181.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Sub]ect to Tax C14) 51,181.25
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
(15)
00 X
(16) 51, 181 .25 X
C17) • 00 X
(ls) • 00 x
00 _ .00
045_ 2,303.16
12 _ .00
15 _ .00
(19)= 2,303.16
~t~n ~.rtnual~
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-25-2008 CD010313 .00 2,303.16
BALANCE OF UNPAID INTEREST/PENALTY AS OF
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
09-26-2008 TOTAL TAX CREDIT 2,303.16
BALANCE OF TAX DUE .00
INTEREST AND PEN. 41.57
TOTAL DUE 41.57
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~' ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~~
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