HomeMy WebLinkAbout02-06-09COMMONWEALTH DF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 'gP;pRA1SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ~' - '- "~ 'U ~~~
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WILLIAM R KAUFMAI~P~.ESQ~_, .,~~,~,;-'~ 0~
STE B
940 CENTURY DR
MECHANICSBURG PA 17055
REV-1547 EX AFP C12-OB)
DATE Oi'.-02-2009
ESTATE OF DE=MUTH EMMA B
DATE OF DEATH li'-30-2007
FILE NUMBER 27. 08-0067
COUNTY ClMBERLAND
ACN 101
APPEAL DATE: 04-03-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND f:0 COURT HOUSE
CARLISLE, PE1 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 DEMUTH EMMA B FILE N0. 21 08-0067 Af:N 101 DATE 02-02-2009
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/Sank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
00
(2) 2,795,568.00
(3) .00
(4) .00
(5) 70 , 609.00
(6) .00
(7) 22,286.00
C8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
2,888,463.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,,193.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5 2.812.00
11. Total Deductions (11) 65.008.00
12. Net Value of Tax Return C12) 2,823,458.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .I) (13) 2,78 3,6 72.00
14. Net Value of Estate Subject to Tax C14) 39,786.00
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:
15. Amount of Line 14 at Spousal rate (15) 39,78E~.00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .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) •00 X 15 _ .00
TAY
19. Principal Tax Due
/`D CTTTC.
(19)= .00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT F'AID
03-28-2008 CD009487 .00 85,500.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 85,500.00
BALANCE OF TAX DUE 85,500.0008
INTEREST ANI) PEN. .00
TOTAL DIIE 85,500.00(8
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. \ 1
IF TOTAL DUE IS REFLECTED A,S A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~