HomeMy WebLinkAbout01-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-~,r~ .~,'NgT"~~~'OF ~~TNHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES /IPPkAiSE'MFNT ~'~CLLQWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~. (1~'4DEDUCTIOhS ,AND ASSESSMENT OF TAX
PO BOX 280601 .-. '
HARRISBURG PA 17128-0601
DEBRA K WALLET
D K WALLET LAW OFFICES
24 N 32ND ST
REY-1547 EX AFP (12-OB)
~QQ~ ~~ 23 ~~ ~~~ S~STATE OF DENSHAM009 WILLIAM E
DATE OF DEATH 01-05-2008
c~-~~'~ `~~ FILE NUMBER 21 08-0090
(~RP}-`r'~I~` S ~`~'~'~'~ CUMBERLAND
. ~r .,, Ct~ COUNTY
~~~~~ ~-, `~ ACN 101
CAMP HILL PA 17011
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
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 DENSHAM WILLIAM E FILE N0. 21 08-0090 AC:N 101 DATE 01-19-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHAN~~ED
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 NDTE: To insure proper
C2) .00 credit to your account,
.0 0 submit the upper portion
(3) of this form with your
C4) .00 tax payment.
c5) 136,517.01
c6) .00
~7) 31 , 449.36
C8) 167, 966 .37
APPROVED DEDUCTIONS AND EXEMPTIONS:
12;594.69
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.297.42
11. Total Deductions (11) 1.89?.11
152, 074.26
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) C13)
152,074.26
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 C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 152,074.26 X 045 = 6,843.34
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
rwv rornrrc. (19)= 6,84 3.34
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
04-01-2008 CD009485 315.79 6,000.00
09-30-2008 CD010353 .00 527.55
TOTAL TAX CREDIT 6,843.34
BALANCE OF 1'AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ~
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, 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.)