HomeMy WebLinkAbout01-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r -•x'r _NQTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '^}Rp~'RgI1SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - ~ OF,-y)EDU.CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ ~ _
HARRISBURG PA 17128-0601 ' •- ' "~ -
~~~~ ~A 23 ~~ ~~~ ~3
C~~~?~
~~~I~.~,~ti~ t,~t~i~~~
JAN L BROWN ~~t,v _ r~ 1^;!'; ~{~
ni
STE 12
845 SIR THOMAS CT
HBG PA 17109
REV-1547 EX AFP (12-OB)
DATE 01-19-2009
ESTATE OF MARTIN GENEVIEVE L
DATE OF DEATH 07-07-2008
FILE NUMBER 21 08-0755
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-20-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ---1 R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ __________
REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARTIN GENEVIEVE L FILE N0. 21 08-0755 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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
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) 291,664.44
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 6, 148.13
s. Total Assets (B) 297,812.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
23,796.06
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.611.95
11. Total Deductions (11) 98.40A.01
12. Net Value of Tax Return C12) 269,404.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 269,404.56
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
C15)
.00 X
(16) 269,404.56 X
Amount of Line 14 at Sibling rate C17) •00 X
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X
19. Principal Tax Due
TAY rRFT1TTS.
00 = .00
045_ 12,123.21
12 _ .00
15 _ .00
cl9)= 12, 123.21
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-30-2008 CD010349 606.16 11,517.05
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 12,123.21
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
e RFFiiNn_ cFF RCVCRCC CTT1C nG TLITC Cl1DY ClID T\ICTDIII•T TA\1 [. i