HomeMy WebLinkAbout01-30-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRALSEMENT,. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEbUCTION$ AND ASSESSMENT OF TAX
PO BOX 280601 _ ~ - '
HARRISBURG PA 17128-0601 REV-1547 EX AFP (12-OS)
DATE 01-27-2009
G~J~ ,~~.~~ 3O f)I'~ (~~ 3~STATE OF VAI_ENTEEN MATILDA R
ATE OF DEATH 04-27-2008
FILE NUMBER 21 08-0484
C; ~~~~'~^~~ COUNTY CUMBERLAND
THOMAS A CAPPER ESQ ORPH~.f~'~ (i(.JUhli ACN 101
2303 MARKET ST ClJ~4r"~ ~';.:r~'>j~' ~';i.. ~f~ APPEAL DATE: 03-28-2009
CAMP H I L L PA 17 011 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF 'WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-081 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF VALENTEEN MATILDA R FILE N0. 21 08-0484 ACN 101 DATE 01-27-2009
TAX RETURN WAS: C 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
C1) 104,870.28
c2) 97,446.26
C3) .00
C4) .00
c5) 8,089.60
c6) .00
I7) .00
cs)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
210,406.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,820.81
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,555 .46
11. Total Deductions (11) 14.376.77
196,029.87
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13)
196, 029.87
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 assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 196,029.87 X 045= 8,821.34
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) •0 0 X 15 = .00
19. Principal Tax Due
TAV /`DCTTTC.
C19)= 8,821.34
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
07-21-2008 CD010045 441.07 8,383.00
01-20-2009 REFUND .00 2.73-
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 8,821.34
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 -`
C IF TOTAL DUE IS LESS THAN ;~1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)