HomeMy WebLinkAbout01-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE.
~ ~ -t{'i .^'1 z"?, ~10'~kC'~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ' Appl}'}(;'SE~IENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION f ~`~ ~ -UF ;~ExiUCTEONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP (12-08)
HARRISBURG PA 17128-0601
~~~~ ~~ ~~ ~ ~~; ~~ DATE 01-19-2009
ESTATE OF BALDWIN HELEN V
~^~7,/ DATE OF DEATH 05-09-2008
Ci~Cf~~(\ r~~'
d~~'~~~t~J ~~~~~.~ FILE NUMBER 21 08-0848
,~, ..,,.~ ~~ COUNTY CUMBERLAND
MARCI S MILLER Cl)~~ ~'~ ~~ ~ ~ ' ACN 101
HAZEN ELDER LAW APPEAL DATE: 03-20-2009
2000 LINGLESTOWN RD 2 (See reverse side under Objections)
HBG PA 17110 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _'-'~ 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 BALDWIN HELEN V FILE N0. 21 08-0848 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
II) .00 NOTE: To insure proper
11. 954.88 credit to your account,
C2) submit the upper portion
C3) •00 of this form with your
(4) .00 tax payment.
I5) 1. 469.14
c6) 7 ,515.98
cn .00
20,940.00
~$)
APPROVED DEDUCTIONS AND EXEMPTIONS: 8,019.54
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 253 51
10 Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4. .
0
1 73
. (11) .
11. Total Deductions $,666.95
C12)
12. Net Value of Tax Return .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 8,666.95
14. Net Value of Estate Subject to Tax
(14)
E It an assessment was issued previously, lines 14, 15 and/or 16, 17, 18
te
d
t and 19 will
:
NOT reflect figures that include the total of ALL returns assess .
a
o
ed
ASSESSMENT OF TAX: .00 X 00 = .00
15. c15)
Amount of Line 14 at Spousal rate 8
666.95 045 = 390 . O1
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ,
00 X
12 .00
(17) X
_
17. Amount of Line 14 at Sibling rate 00 15 .00
s B rate C18)
l/Cl . =
X
18 as
Amount of Line 14 taxable at Collatera 390.01
. (19)=
19. Principal Tax Due
DATE NUMBER
09-24-2008 CD010357
1+) I AMOUNT PAID
PAID (-)
.00 390.01
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 390.01
BALANCE OF TAX DUE .00
INTEREST AND. PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
. nrc~~un ecC REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)