HomeMy WebLinkAbout01-20-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
`.+NOTIrC)E~6k`-:'I'NHERITANCE TAX
APPRAI$EMENT, ~AL~I~WANC:E OR DISALLOWANCE
O~LbEi~UC7I[INS AND ASSESSMENT OF TAX
REV-1547 EX AFP (12-OS)
GREGORY R REED
3120 PARKVIEW
HBG
ESQ
LN
PA 17111
~~~`° J~~~ 20 P!~ !~~ ~E o1-12-2009
ESTATE OF RIEGELMEIER DOROTHY M
-,r -• DATE OF DEATH 06-06-2008
r ~t ~ -
(~~F ~~-~,i DoT FILE NUMBER 21 08-0797
rl`~ ~~i ~~r,~~OUNTY CUMBERLAND
CN 101
APPEAL DATE: 03-13-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P,4 17013
CUT ALONG THIS LINE ---- ---> RETAIN LOWER PORTION FOR YOUR RECORDS F- _______
-------------------- -----------------------------------------------
REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF RIEGELMEIER DOROTHY M FILE N0. 21 08-0797 ACN 101 DATE 01-12-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
Re~cRVwiiun LuNCEKNiNG 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:
(1) .00 NOTE: To insure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 190.282.36
C6) .00
cn .00
ce) 190,282.36
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 21,745.6 7
10. Debts/Mortgage Liabilities/Liens [Schedule I) (10) •0 0
11. Total Deductions
(11) 71 .74 -67
12. Net Value of Tax Return C12) 168,536.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts [Schedule J) C13) 144,483.02
14. Net Value of Estate Subject to Tax C14) 24,053.67
NOTE: If an assessment was issued previously, lines 14, 15 andJor 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) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate C17) 2,500.00 X 12 _ 300.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 21 , 553.67 X 15 _ 3, 233.05
19. Principal Tax Due c19)= 3,533.05
TAX CRFi)TTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-15-2008 CD010267 .00 3,,533.05
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 3,533.05
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .00
TOTAL DUE .00
c~
C IF TOTAL DUE IS LESS THAN 81., NO PAYMENT IS REQUIRED. U
IF TOTAL DUE IS REFLECTED AS. A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)