HomeMy WebLinkAbout01-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES , ' ipA~ffll~S~FIF~F)T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 2806D1 .. 4~.I)FIiUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17126-0601 ~ ~ ~ ~ i, ~__', REV-1547 EX AFP (12-OB)
~~~~ `'~~ 23 P~ ~2~Jr~ ESTATE OF BETZ9-2009 DONALD F
DATE OF DEATH 03-02-2008
CL~~f~ (~~.~= FILE NUMBER 21 08-0402
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QP~~"r~f\ ,5 L;L,ti~fF?~' COUNTY CUMBERLAND
THOMAS E FLOWER r! ~~ ~ ~ ~, .--,~ 101
SAIDIS ETAL "`~` ~' "..'. ~~ ACN
APPEAL DATE: 03-20-2009
2109 MARKET ST (See reverse side under Objections)
CAMP HILL PA 17011 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 E--
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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 BETZ DONALD F FILE N0. 21 08-0402 ACN 101 DATE 01-19-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
cl) 185, 000.00
t2) .00
c3) .00
c4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5)_ 15,529.40
c6) 38,897.15
cn 299,546.46
cB) 538,973.01
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) 26,313.60
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8.184. 7
11. Total Deductions C11) ;4.497.87
12. Net Value of Tax Return (12) 504,475.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00
14. Net Value of Estate Subject to Tax C14) 504,475.14
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B
19. Principal Tax Due
rex rornTre.
c15) • 00 X 00 _ . 00
c16) 504,475.14 X 045 _ 22,701.38
c17) .00 X 12 _ .00
rate cl8) .00 X 15 _ .00
c19)= 22,701.38
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-27-2008 CD009818 526.32 10,000.00
09-26-2008 CD010335 .00 12,175.08
TOTAL TAX CREDIT 22,701.40
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, 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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