HomeMy WebLinkAbout01-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
".r ~ '"" ,~JO•~~~£E -OF, INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES " App~gISEM~t~T>~ALL'OWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION I OFD DE'DUGTTO'NS AND ASSESSMENT OF TAX
PO BOX 280601 lr~.. ,
HARRISBURG PA 17128-0601 REV-1547 EX AFP (12-08)
~~~~ ~~ 2~ ~ ~~. 53 DATE 01-19-2009
J ESTATE OF LONG VIRGINIA K
~~t~ ~,~ DATE OF DEATH 02-04-2008
Ci ~+'~~ ~' FILE NUMBER 21 08-0210
~~~~'~'``~ ~ v~~~~iT COUNTY CUMBERLAND
EiAMILTON C DAVIS C~~+'~ ~' `,~~~`'.. '~,~, ACN 101
ZULLINGER-DAVIS APPEAL DATE: 03-20-2009
PO Box 40 (See reverse side under Objections)
SHIPPENSBURG PA 17257 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 LONG VIRGINIA K FILE N0. 21 08-0210 ACN 101 DATE 01-19-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 131.57 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) '00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3 5,104.8 9
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets (g) 35,236.46
APPROVED DEDUCTIONS AND EXEMPTIONS: 3,659.64
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.304.63
11. Total Deductions C11) 4.964.27
12. Net Value of Tax Return (12) 30,272.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 30,272.19
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:
•00 00 .00
15. Amount of Line 14 at Spousal rate C15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 30,272.19 X 045 = 1,362.25
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
rTTTl._ Tax Due (19). 1,362.25
~~ PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-30-2008 CD010347 .00 1,362.25
TOTAL TAX CREDIT 1,362.25
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
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