HomeMy WebLinkAbout01-20-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
`' NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~( ~ _ APPI~QTSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 J ,. .., ; ~,
HARRISBURG PA 17128-0601 ~"'
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MARTSON LAW OFCS
10 E HIGH ST
CARLISLE PA 17013
REV-1547 EX AFP (12-OB)
DATE 01-12-2009
ESTATE OF KARPER BERTHA L
DATE OF DEATH 12-22-2007
FILE NUMBER 21 07-1168
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-13-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND I;0 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 KARPER .BERTHA L FILE N0. 21 07-1168 ACN 101 Herr nI-)~_~nno
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RGJCRrNIlUnI ~,uPll.tKIVlIVG tufURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
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
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
c4) 126,493.79 tax payment.
cs) 2 801.49
c6) 10,708.09
c7) .00
fig) 140, 003.37
8,025.05
C9)
clo)_ 2,638.99
C11) 10.664.04
c12) 129, 339.33
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 129,339.33
NOTE: If an assessment was issued previously, lines 14, 15 andlor 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 C15) .00 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 129,339.33 X 045 _ 5,820.27
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 CRFnTrC. Tax Due (19)= 5,820.27
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT P~4ID
03-17-2008 CD009419 236.84 4
500
00
09-17-2008 CD010281 00 ,
.
. 1,083.43
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 5,820.27
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. +,~\~_~
IF TDTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)