HomeMy WebLinkAbout01-23-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.~f^'' ` "' J1A7`LC~'~'UF INHERITANCE TAX
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_ ,APP12A~$EM~'NT_S ALLOWANCE OR DISALLOWANCE
~, f +~dF D~DU,CTIbNS AND ASSESSMENT OF TAX
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KEVIN M SCOTT ESQ ~~~ ~'-~ - ~
SAUL EWING
2 N 2ND ST 7TH FLR
HBG PA 17101
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c4) .00
cs) 22.116.68
c6) 2, 133.39
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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 WRIGHT MICHAEL L FILE N0. 21 07-1030 AC:N 101 DATE 01-19-2009
TAX RETURN WAS: C 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
REV-1547 EX AFP C12-OB)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cB) 24,250.07
APPROVED DEDUCTIONS AND EXEMPTIONS:
9,906.71
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11 . Total Deductions C11) 9 • 906 - 71
14,343.36
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) (13) .00
14. Net Value of Estate Subject to Tax (14) 14,34 3.36
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:
• 00 00 . 00
15. Amount of Line 14 at Spousal rate C15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 14,34;1.36 X 045 = 645.45
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due C19)= 645.45
TAY f DCTIT TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-25-2008 CD010312 11.65- 670.45
TOTAL TAX CREDIT 658.80
BALANCE OF TAX DUE 13.35CR
INTEREST AN1) PEN. .00
TOTAL DUE 13.35CR
~~
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 1~1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED /1S A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
DATE 01-19-2009
ESTATE OF WRIGHT MICHAEL L
DATE OF DEATH 09-23-2007
FILE NUMBER 21 07-1030
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 C0 COURT HOUSE
CARLISLE, PA, 17013