HomeMy WebLinkAbout01-30-09COMMONWEALTH OF PENNSYLVANIA
DEPARtMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -'ApPRdIS~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 260601
HARRISBURG PA 17128-0601 ~~f~a ~ ~~1 J O ~}~ I~~ ~ 9 REV-1547 EX AFP (12-06)
7 Y 7 DATE 01••27-2009
~^ ~nir r~,r ESTATE OF DENHARTOG GEURT
G~~.; ,rv i,!
~rR•t,ti ~~r"~,~ I T DATE OF DEATH 01-12-2008
CORFU ~~~..~ ,u,~ir~t~ FILE NUMBER 21 08-0097
COUNTY CUMBERLAND
HAMILTON C DAVIS ACN 101
ZULLINGER DAVIS APPEAL DATE: 03-28-2009
PO BOX 40 (See reverse side under Objections)
SHIPPENSBURG PA 17257 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- ~
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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 DENHARTOG GEURT FILE N0. 21 08-0097 ACN 101 DATE 01-27-2009
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) (1) 210,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 267, 148.00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 350,000.00
6. Jointly Owned Property (Schedule F) (6) 29,706.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 856,854.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 28,599.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 8 • F"+99 • 00
12. Net Value of Tax Return (12) 828,255.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) C13) 6,000.00
14. Net Value of Estate Subject to Tax (14) 822,255.00
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:
822,255.00
00
.00
15. Amount of Line 14 at Spousal rate C15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00
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) •0 0 X 15 = .00
19. Principal Tax Due (19)= .00
~~PAYMENT~V
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX CREDIT .00
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 REpUIRED. .\I'
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE 7
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) U