HomeMy WebLinkAbout01-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-r ~, ;"1~`';KbTI•CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~ APPf~AIS`~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~';' ?' pF'~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -•
HARRISBURG PA 17128-0601
REV-1547 EX AFP (12-OB)
~~C~ ~~ 23 ~ ~~; 53 DATE 01-19-2009
ESTATE OF GREEN ELINOR C
r~; DATE OF DEATH 01-19-2008
~~-F' ~~~ I~~ FILE NUMBER 21 08-0131
'''-4rs'•~~J '~~,~~~ CUMBERLAND
OC~F: ,~ _,~, ~ COUNTY
JANE F BURKE rl IR'S'- ~-- -,~ ~ "~ ACN 101
M K T BANK APPEAL DATE: 03-20-2009
O N E W H I G H S T (See reverse side under Objections )
CARLISLE PA 17013 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- ______________
REV-1547 EX AFP (12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ,ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GREEN ELINOR C FILE N0. 21 08-0131 ACN 101 DATE 01-19-2009
TAX RETURN WAS: C 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
C1) 240,000.00 NOTE: To insure proper
C2) 797,064.89 credit to your account,
submit the upper portion
C3) .00 of this form with your
C4) .00 tax payment.
C5) 112, 074.40
c6) .00
C7) .00
cB) 1,149,139.29
APPROVED DEDUCTIONS AND EXEMPTIONS: 69,559.56
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 21.380.94
11. Total Deductions X11) 90.940.50
1,058,198.79
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .)) C13)
1,058,198.79
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:
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) 1 , 057, 19;6.79 X 045 = 47, 573.95
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 1,000.00 X 15 = 150.00
19 Due
i
l T
P
i c19)= 47,723.95
. nc
pa
ax
r
~~ PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
04-15-2008 CD009567 2,289.47 4'.1,500.00
10-01-2008 CD010350 .00 ].,934.48
TOTAL TAX (:REDIT 47,723.95
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ~~
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. \
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)