HomeMy WebLinkAbout01-23-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ~ ~ ~~ NAT ICE OF INHERITANCE TAX
i AFPRAI9EM~;NT, ALLOWANCE OR DISALLOWANCE
~'. '.~ ~! • `-' OF`°'ilEb'UCTI ONS AND ASSESSMENT OF TAX
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TERRIE LYNN SCHOONOV~'R"
SCHOONOVER ACCOUNTING
PO BOX 457
DUSHORE PA 18614
REV-1547 EX AFP (12-OB)
DATE 01-19-2009
ESTATE OF GETZ VERA A
DATE OF DEATH 02-01-2008
FILE NUMBER 21 08-0140
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-20-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C:0 COURT HOUSE
CARLISLE, P~~ 17013
CUT ALONG THIS LINE --1 RETAIN LOWER PORTION FOR YOUR RECORDS E- ______________
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REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GETZ VERA A FILE N0. 21 08-0140 AC:N 101 DATE 01-19-2009
TAX RETURN WAS: (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
C1) .00 NOTE: To insure proper
00 credit to your account,
(2) , submit the upper portion
(3) .00 of this form with your
C4) .00 tax payment.
C5) 33,690.81
(6) .00
(n .00
(B) 33,690.81
APPROVED DEDUCTIONS AND EXEMPTIONS: 3,567.45
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1..879.53
11. Total Deductions (11) x.446.98
28,243.83
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13)
28,243.83
14. Net Value of Estate Subject to Tax (14)
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 C16) 28,243.83 X 045. 1,270.97
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 (lq). 1,270.97
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PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-29-2008 CD010336 .00 :L,270.97
TOTAL TAX CREDIT 1,270.97
BALANCE OF 'TAX DUE .00
INTEREST AND PEN. .00
TOTAL LIUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, 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.)