HomeMy WebLinkAbout01-23-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
+ ~~ ~ t_.Mt~~~I~E~..OF INHERITANCE TAX
AP~RIiI~Ef~~NT', ALLOWANCE OR DISALLOWANCE
^~_•',• p~~EgF~~TI.ONS AND ASSESSMENT OF TAX
2~~~ J 23 PPS 12~ 53
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ORF-~,~;~i`~ ~;~~URT
DEBORAH K FENSTERMA6HE'~t~`~' ~-
8 N CLEARVIEW DR
PALMYRA PA 17078
DATE 01-19-2009
ESTATE OF KASE NORMAN P
DATE OF DEATH 07-19-2008
FILE NUMBER 21 08-0769
COUNTY CUMBERLAND
ACN l0I
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 ~ 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 KASE NORMAN P FILE N0. 21 08-0769 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
I1) .00 NOTE: To insure proper
C2) 80,325.00 credit to your account,
submit the upper portion
(3) .00 of this form with your
~4) .00 tax payment.
c5) 9.747.00
c6) .00
~7) 34,031.00
~B) 124, 103.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 5,607.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6.273.00
11. Total Deductions (11) 11 .880.00
clz) 112,223.00
12. Net Value of Tax Return
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax
C14) 112,223.00
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 rate
19. Principal Tax Due
c15) • 00 X 00 = .00
c16) 112,223.00 X 045 = 5,050.00
cln .00 X 12 .00
c1B) .00 X 15 .00
C19)= 5, 050.00
TAX GKELlIJ•
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-24-2008 CD010304 252.47 4,797.00
01-12-2009 SBADJUST .00 .53
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1547 EX AFP (12-OS)
TOTAL TAX CREDIT 5,050.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
. .,.-~~~.m crc orvcocc ernc nc Turc FnRM FOR iNSTRl1CTIONS.)