HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-,-~ ~-rr~,p~~GE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~ o4P~PkAPS~MIEN?, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - ~ ~. :.AF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ _ -_.; ~ .f~ ~ - --
HARRISBURG PA 17128-0601 ~~
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JERROLD A SULCOVE E~Q'' ' -'~ "~
82 W QUEEN ST
CHAMBERSBURG PA 17201
REV-1547 EX AFP (12-OB)
DATE 02-02-2009
ESTATE OF M/\Y LOUISE A
DATE OF DEATH O1.-17-2008
FILE NUMBER 2]'. 08-0130
COUNTY CUMBERLAND
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 CO 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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MAY LOUISE A FILE N0. 21 08-0130 p(;N 101
-----------------
OR
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
I. Real Estate (Schedule A) (1) 241,011.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 42'.,708.38
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) 43,956.31 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 155,541.29
8. Total Assets (g) 483,216.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
39,928.23
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 14.610.46
11. Total Deductions (11) 54.538.69
12. Net Value of Tax Return (12) 428,678.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .1) (13) .00
14. Net Value of Estate Subject to Tax C14) 428,678.29
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:
15. Amount of Line 14 at Spousal rate (15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 428,674.29 X 045 _ 19,290.52
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due (19)= 19,290.52
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT '.PAID
04-09-2008 CD009536 315.79 6,000.00
10-10-2008 CD010398 .00 12',974.73
TOTAL TAX CREDIT 19,290.52
BALANCE OF 1'AX DUE .00
INTEREST AN:D PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED ,4S A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)