HomeMy WebLinkAbout01-30-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ i Q~,, DED.UC7IONS AND ASSESSMENT OF TAX
PO BOX 260601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (12-08)
71.:n~ ~~,i 30 ~~~ f2~ ~~ DATE 01-27-2009 .
ESTATE OF MERRIS MILDRED P
~~ ~~}I\ r~~_. DATE OF DEATH 10-06-2007
r~, A\„~ i''~~I ~. FILE NUMBER 21 07-0940
~~ '.,,--~'-,E ~ ,. .,~j
~._ .r, ~ ~n COUNTY CUMBERLAND
FLOUD MERRIS C~-~~`~-' `~" ~h ACN 101
208 MONTOUR RD APPEAL DATE: 03-28-2009
LANDISBURG PA 17040 (See reverse side under Objections)
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 ~--
REV-1547 EX AFP (12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MERRIS MILDRED P FILE N0. 21 07-0940 ACN 101 DATE 01-27-2009
TAX RETURN WAS: (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
cl) .00
c2) .00
c3) .00
c4) .00
c5) 198.12
c6) .00
c7) .00
ca)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
198.12
APPROVED DEDUCTIONS AND EXEMPTIONS: .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) .00
198.12
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) C13)
198.12
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:
15. Amount of Line 14 at Spousal rate (15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 198.12 X 045 8.92
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 C19)= 8.92
TAY /`D (TIT TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-02-2008 CD010361 .00 8.92
01-20-2009 SBADJUST .00 .15
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 8.92
BALANCE OF T'AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 r
L,..~_l
( IF TOTAL DUE IS LESS THAN +il, NO PAYMENT IS REQUIRED. /
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE /Y
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~