HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
N.DTTC~ DF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APP.RAISEMENT,,ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ ;;pP._,DE.DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
REV-1547 EX AFP (12-08)
HARRISBURG PA 17128-0601
~{an,{~ "'C~ _~ fix} 1
i_.~t~ ~ ,~~ , y, ~~~ -§ DATE 01-27-2009
ESTATE OF KI1-NER ANGELINE M
~~ --r~~~ ,J!- DATE OF DEATH 02-•13-2008
"L` FILE NUMBER 21 08-0203
Cnr f; ,, ~ i 1_ ~~ l^i i
~„ ~' ,~ i^ !')~ COUNTY CUMBERLAND
TRICIA D NAYLOR `~`' - ACN loll
T D NAYLOR LAW OFC APPEAL DATE: 03-28-2009
104 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF IdILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -- RETAIN LOWER PORTION FOR-YOUR-RECORDS- E~
------------------------------------------------------ ------- --------------------
REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KITNER ANGELINE M FILE N0. 21 08-0203 ACIN 101 DATE 01-27-2009
TAX RETURN WAS: C 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) (1) 135,500.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,QQ 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) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 64,141.05
6. Jointly Owned Property (Schedule F) (6) 9,069.57
7. Transfers (Schedule G) (7) .00
B. Total Assets fig) 208,710.62
APPROVED DEDUCTIONS AND EXEMPTIONS: 14,804.38
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,145.08
11. Total Deductions (11) 15.949.46
12. Net Value of Tax Return I12) 192, 761.16
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 192,761.16
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
(15)
.00 X
c16) 192,76]..16 X
c17) • 00 X
c18) • 00 x
00 _ .00
045_ 8,674.25
12 - .00
15 _ .00
c19)= 8,672.25
IIYA I.RGLLIJ.
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-06-2008 CD009671 433.61 10,400.00
TOTAL TAX CREDIT 10,833.61
BALANCE OF T'AX DUE 2,161.36CR
INTEREST AND PEN. .00
TOTAL DUE 2,161.36CR
' 'i
* 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 .4S A "CREDIT" CCR), YOU MAY BE DUE \~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) /