HomeMy WebLinkAbout01-30-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-NDTLGE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEIIUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ..
REY-1547 EX AFP (12-08)
HARRISBURG PA 17128-0601
,,.~ x ~ 7. HATE 01••27-2009
!s.'~a3 "~~``~ ~~ ~~~~,L~ ESTATE OF PATTON JEAN C
DATE OF DEATH 01••13-2008
rr~t~~ r"~~ FILE NUMBER 21 08-0105
ORF ~~'~ ~ ~='`1~~ ~q COUNTY CUMBERLAND
MICHAEL L BANGS C~i~v~~ ~ '.. P~., Ph1ACN 10:L
429 S 18TH ST APPEAL DATE: 03-28-2009
CAMP H I L L PA 17011 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C~0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS- F-
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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 PATTON JEAN C FILE N0. 21 08-0105 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
~l) .00 NOTE: To insure proper
(2) .0 0 credit to your account,
.00 submit the upper portion
(3) of this form with your
C4) .00 tax payment.
c5) 176,859.99
c6) .00
c7) .00
~$) 176,859.99
APPROVED DEDUCTIONS AND EXEMPTIONS: 15,933.07
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.760.24
11. Total Deductions (11) 18.693.31
158, 166.68
12. Net Value of Tax Return X12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le .I) (13)
158, 166.68
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:
DO
00
.00
15. Amount of Line 14 at Spousal rate C15) . X =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 158, 166.68 X 045 = 7, 117.50
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)= 7, 117.50
19. Principal Tax Due
1,1A ~. I~GLa 1
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-04-2008 CD009508 355.88 6,900.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 7,255.88
BALANCE OF TAX DUE 138.38CR
INTEREST AND PEN. .00
TOTAL DUE 138.38CR
IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)