HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -~ dpPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ OF,DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 '~ ....~-. _, ...~ --~ REV-1547 EX AFP (12-OB)
HARRISBURG PA 17128-0601
cu~~ ~-~~ ~~ ~~ ~~, ~~ DATE 01-27-2009
ESTATE OF ADAMS LOIS H
_ DATE OF DEATH 02-24-2008
L~ ~F'; f~+t" FILE NUMBER 21 08-0253
~nF'E-'~,~~`_~~~ '~~~~"I~.~~T COUNTY CUMBERLAND
ROBERT G FREY U~„~~ 3 ~ i'A ACN 101.
FREY 8 TILEY APPEAL DATE: 03-28-2009
5 S HANOVER ST (See reversesia!e under Objections)
CARLISLE PA 17013 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_RECOR'.DS_ ~ ___________________
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REV-1547 EX AFP C12-08~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ~-LLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ADAMS LOIS H FILE N0. 21 08-0253 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
C1) 142,900.00 NOTE: To insure proper
I2)
I3) .00
.00 credit to your account,
submit the upper portion
of this form with your
(4) .00 tax payment.
I5) 14,596.00
cb) .00
I7) .00
c8) 157,496.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 17,807.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 44 .00
11. Total Deductions (11) 17.8~i1 .00
139, 645.00
12. Net Value of Tax Return
C12)
13,9 64.50
13 Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,I) C13)
. 125,680.50
14. Net Value of Estate Subject to Tax
114)
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 C15) . =
X
125,680.50 X 045 = 5,656.00
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
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
119)= 5,656.00
19. Principal Tax Due
IAA I.RCLl IJ'
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-16-2008 (0009732 282.80 6,500.00
TOTAL TAX CREDIT 6,/8z.su
BALANCE OF 1fAX DUE 1,126.80CR
INTEREST AND PEN. .00
TOTAL DUE 1,126.80CR
C~
* 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" ICR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)