HomeMy WebLinkAbout01-20-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-~ ~ ~'""~ r '"1.1~D f SCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES F `' '~..pp~{~AYENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ Op gE'bU~TIONS AND ASSESSMENT OF TAX
PO BOX 280601 - i .,
HARRISBURG PA 17126-0601
REV-1547 EX AFP (12-OB)
2~~~ .e-E`M ~Gt! ~P~l ~t`_^ ~ ~ DATE 01-12-2009
ESTATE OF RONEY JR WALTER 0
„•, ~I-,,,; ~ I_ DATE OF DEATH 04-20-2007
:•, ; ~, ~c,~ FILE NUMBER 21 07-0451
n~,~ ~ __, ~ n ;
GEORGE F DOUGLAS I "` '? ~;~ COUNTY CUMBERLAND
~= ACN 101
SAIDIS ETAL APPEAL DATE: 03-13-2009
26 W H I GH ST (See reverse:cide under Objections)
CARLISLE PA 17013 Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P.A 17013
CUT ALONG THIS LINE ---- -• RETAIN LOWER PORTION 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 RONEY JR WALTER 0 FILE N0. 21 07-0451 ACN 101 Herr n)_17_~nno
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
.r~, avn u.un~trcnln6 ru l uRE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) 00
2.
Stocks and Bonds (Schedule B)
(2)_ .
98,216.00 NOTE: To insure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 98,216.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13
2,455.00
C9)
clo) .00
(11) 9.4~~.00
(1z) 95,761.00
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,539,004.41
NOTE: If an assessment was issued previously, lines 14, 15 andAor 16, 17 18 and 19
ill
reflect figures that include the total of ALL ,
w
returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 513, 001 .50 00 00
_
X .
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 , 026, 002.91 X 045 = 46, 170.13
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due
TAX CREDTTS~ (19)= 46, 170.13
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-11-2008 CD009176 00
01-11-2008
CD009177 .
00 23,297.30
09-11-2008
CD010260 .
129
62- 20,000.00
. 3,006.86
TOTAL TAX CREDIT 46,174.54
BALANCE OF TAX DUE 4.41CR
INTEREST AND PEN. .00
TOTAL DUE 4.41CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)