HomeMy WebLinkAbout01-30-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
•,- NOTICE- OF-INHERITANCE TAX
APPRAI9EMENT; ALLOWANCE OR DISALLOWANCE
IOF DEDUCTIONS AND ASSESSMENT OF TAX
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JILL M WINEKA CI !~'~~I_`~'' !~' {'A
1719 N FRONT ST
HBG PA 17102
REV-1547 EX AFP Q 2-OS)
DATE O1 ••27-2009
ESTATE OF NYQUIST RUTH V
DATE OF DEATH 06••17-2008
FILE NUMBER 21 08-0729
COUNTY CUMBERLAND
ACN l0a
APPEAL DAi'E: 03-28-2009
(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 _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ __________________
REV-1547 EX AFP C12-OS) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NYQUIST RUTH V FILE N0. 21 08-0729 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)
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
(1) 115, 000.00 NOTE: To insure proper
(2) .00 credit to your account,
.00 submit the upper portion
(3) of this form with your
C4) .00 tax payment.
(5) 77,584.54
(6) .00
(7) .00
($) 192,584.54
APPROVED DEDUCTIONS AND EXEMPTIONS: 9,281.75
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7.872.22
(11) 17.1 ~i3. 97
11 . Total Deductions 175,430.57
12. Net Value of Tax Return (12) .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .I) C13)
175,430.57
14. Net Value of Estate Subject to Tax (14)
NOTE: If an assessment was issued previously, l ines 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 (15) •
=
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 175,430.57 X 045 = 7,894.38
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
l T
D (19)= 7,894.38
19. ue
ax
Principa
INA \I I~GL31 J•
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-16-2008 CD010274 394.72 7,800.00
TOTAL TAX CREDIT 8,194.72
BALANCE OF 1'AX DUE 300.34CR
INTEREST AND PEN. .00
TOTAL DUE 300.34CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, 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.)