HomeMy WebLinkAbout01-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,,.~~ ~.,,_~-.•...NO-T.ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES r ~. Aa~R`AI$~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION Of,'DEDkYCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~: j~~ -i _.
HARRISBURG PA 17128-0601 "' ~ "`
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WILLIAM A DUNCAN (;~ ,' - ~ ''~
DUNCAN ~ HARTMAN
1 IRVINE ROW
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -1 RETAIN LOWER PORTION FOR YOUR RECORDS F-
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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 GEORGE GRACE M FILE N0. 21 08-0334 ACN 101 DATE 01-19-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING 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
REV-1547 EX AFP (12-OS)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C5) 60 , 646.48
C6) .00
C7) .00
ce) 171,466.48
APPROVED DEDUCTIONS AND EXEMPTIONS: 17,901.30
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 14.091.64
11. Total Deductions C11) 31 .99 .94
139,473.54
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
139,473.54
14. Net Value of Estate Subject to Tax (14)
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) 139,473.54 X 045 = 6,276.31
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due C19)= 6,276.31
TAY rRFi1TTSe
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-30-2008 CD010340 .00 6,276.31
C1) 110,820.00
C2) .00
C3) .00
C4) .00
DATE 01-19-2009
ESTATE OF GEORGE GRACE M
DATE OF DEATH 03-14-2008
FILE NUMBER 21 08-0334
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-20-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 6,276.31
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
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