HomeMy WebLinkAbout01-23-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~;~',' .`-'~L^~ -1 RIfYT•~~6E ,0~ INHERITANCE TAX
`APPRkfSEMENT~,'A'LLOWANCE OR DISALLOWANCE
OF D~I}UCT`I"O~iS AND ASSESSMENT OF TAX
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4431 N FRONT ST 3RD F
HBG PA 17110
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c5) 13 , 121.39
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CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-
REV-1547 EX AFP (12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CHRISTIANA JULIUS E FILE N0. 21 07-0435 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.
cB) 13, 121.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
20,,542.72
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 22.919.49
11. Total Deductions I11) 43.462.21
30,340.82-
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ,I) (13)
30,340.82-
14. Net Value of Estate Subject to Tax C14)
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 (15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due Clg)= .00
TAY f RFTITTC•
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT I~AID
TOTAL TAX CREDIT .00
BALANCE OF T'AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN +il, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
DATE 01-19-2009
ESTATE OF CHRISTIANA JULIUS E
DATE OF DEATH 03-29-2007
FILE NUMBER 21 07-0435
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-20-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABILE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA. 17013