HomeMy WebLinkAbout01-20-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
` ""'-'Nd`~Y.GI='.-0 t` INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A'p'PRAISEMfNT,,""AL~LbWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _.'.bF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 , , __ ,
HARRISBURG PA 17128-0601 REV-1547 EX AFP (12-OB)
2~~1~ ~~.`.~ 2~ ~~ ~?: Cj~ DATE 01-12-2009
ESTATE OF DORAN BARBARA S
-.-., ,-,- DATE OF DEATH 06-25-2008
~~ ~,~ ~ FILE NUMBER 21 08-0746
OL ~~~ y `, , ,~ •~T
Ti i ,- - ',- ~ IPA; COUNTY CUMBERLAND
VICKYANN TRIMMER ~,,_. ACN 1D1
3401 N FRONT ST APPEAL DATE: 03-13-2009
PO BOX 5950 (See reverse side under Objections)
HBG PA 17110-0950 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 C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DORAN BARBARA S FILE N0. 21 08-0746 ACN 101 DATE 01-12-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RtJtKYAIlUN t=uNI:ERNING FUTURE 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:
4. 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) 423,000.00 NOTE: To insure proper
C2)_ 451 , 010 .40 credit to your account,
C3) .D 0 submit the upper portion
of this form with your
c4) .00 tax payment.
c5) 46 , 777.49
c6) .00
cn 534,549.24
~$) 1,455,337.13
37,323.04
C9)
clo) 1,989.81
(11) 39.319.8
c12) 1,416,024.28
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 1,416,024.28
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 , 366, 024.28 X 045 _ 61 , 471.09
17. Amount of Line 14 at Sibling rate C17) 40,000.00 X 12 _ 4,800.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 10,000.00 X 15 _ 1,500.00
19. Principal Tax Due C19)= 67,771.09
Tex rR~nrTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-25-2008 CD010329 3,388.55 64,382.54
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 67,771.09
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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