HomeMy WebLinkAbout01-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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BUREAU OF INDIVIDUAL TAXES 1 `• APPRf4~S~E`M~S~T;. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION i OF DEDIkC'tI~NS AND ASSESSMENT OF TAX
PO BOX 280601 .. ._ ~ . ~, , ..
HARRISBURG PA 17128-0601 REV-1547 EX AFP (12-DS)
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l ESTATE OF HEWEY MARGRIETA C
DATE OF DEATH 12-27-2007
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~- ~ FILE NUMBER 21 08-0054
~~'~ ~ ~~ ~ `-~`-~I%`~~ COUNTY CUMBERLAND
DEAN A WEIDNER ESQ C~,:`' ~..~~ ACN 101
WIX ETAL APPEAL DATE: 03-06-2009
PO BOX 845 (See reverse side under Objections)
HBG PA 17108 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 HEW~Y MARGRIETA C FILE N0. 21 08-0054 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
.00 NOTE: To insure proper
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2) 102,355.55 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 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) 3 3,030.95
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 20,500.00
8. Total Assets (g) 155,886.50
APPROVED DEDUCTIONS AND EXEMPTIONS: 27,117.46
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5.921.25
11. Total Deductions (11) 33.038.71
12. Net Value of Tax Return (12) 122,847.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 122,847.79
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 (16) 122,847.79 X 045 = 5,528.15
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 5,528.15
IAA VRCLIIJ-
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-23-2008 CD010305 .00 5,528.15
TOTAL TAX CREDIT 5,528.15
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. I
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
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