HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
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HARRISBURG PA 17128-0601
r ~r-,-_;~ ~',--, --iJQTICE OF INHERITANCE TAX
.' ~~~' ~ ~-~AP~RdISFCtENT, ALLOWANCE OR DISALLOWANCE
~.~ jOF~DEpUCTIONS AND ASSESSMENT OF TAX
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DAVID ENGLEHART ci`j, " i ~` ~ ,` ~A
PROFESSIONAL TAX ADVISO
704 LISBURN RD STE 10
CAMP HILL PA 17011
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c6) 154, 156.00
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REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P/1 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-OS) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF THOMAS GEORGE B FILE ND. 21 08-0428 p(;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. Stacks 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
REV-1547 EX AFP (12-08)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cB) 154, 156.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
7,485.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 13.587.00
11. Total Deductions C11) 21 .072.00
133, 084.00
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax C14) 133,084.00
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 C15) 129,257.42 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 3,825.58 X 045 _ 172.20
17. Amount of Line 14 at Sibling rate C17) •00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .0 0
19. Principal Tax Due C19)= 172.20
TAY rQCTITTC•
~~ PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-14-2008 CD009560 .55 10.47
04-14-2008 CD009561 2.56 48.70
04-14-2008 CD009562 5.50 104.41
01-26-2009 SBADJUST .00 .O1
TOTAL TAX CREDIT 172.20
BALANCE OF 1"AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
DATE Oi.'-02-2009
ESTATE OF TFIOMAS GEORGE B
DATE OF DEATH O1.-18-2008
FILE NUMBER 2l. 08-0428
COUNTY CUMBERLAND
ACN 1(I 1
APPEAL DATE: 04-03-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED .4S A "CREDIT" (CR), YOU MAY BE DUE !,
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)