HomeMy WebLinkAbout02-06-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
II,, ~"~ ` N6~T'I~E>' OF INHERITANCE TAX
' , 'k1PF~KAISEMEN7 ,-ALLOWANCE OR DISALLOWANCE
l`.,~pF-•I)EDUC'(.ZpNS AND ASSESSMENT OF TAX
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THOMAS W SHIELDS ~l/~ ~-
FULTON FNNCL ADVISORS
PO BOX 3215
LANCASTER PA 17604
REV-1547 EX AFP (12-OS)
DATE 02-02-2009
ESTATE OF RILEY JANE F
DATE OF DEATH 12-18-2007
FILE NUMBER 21 08-0295
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-03-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABILE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA, 17013
CUT_ALONG_THIS_LINE_____ ~) RETAIN LOWER PORTION_FOR_YOUR_RECD-__________________________
-------------------------- RDS ~
REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, .ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RILEY JANE F FILE ND. 21 08-0295 AC: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: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A)
nds (Schedule B)
d B
k C1)
~2) .00
,D0 NOTE: To insure proper
credit to your account,
2.
3. s an
o
Stoc
Closely Held Stock/Partnership Interest (Schedule C)
C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,420.85
6. Jointly Owned Property (Schedule F) C6) .00
7 Transfers (Schedule G) (7) .00
.
8. Total Assets fig) 1,420.85
APPROVED DEDUCTIONS AND EXEMPTIONS: .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) .00
1,420.85
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13)
328,009.88
14. Net Value of Estate Subject to Tax C14)
NOTE: If an assessment was issued previously, lines 14, 15 andl/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns asses sed 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
16. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
(15)
00 X
c16) • 00 x
c17) 323, 009.88 X
C18) 5,000.00 X
00 _ .00
045 _ . 00
12 - 38,761.18
15 _ 750.00
cl9)= 39,511.18
~^PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-14-2008 CD009418 1,945.50 3E~,964.50
OS-29-2008 CD010212 .00 430.68
09-26-2008 CD010333 .00 170.50
12-15-2008 SBADJUST .00 .26
TOTAL TAX I:REDIT 39,511.18
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~