HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ; ROfIOEr QF ~~IflHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES pPPRAISEM~NT A~L.DWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '.,OF'~ II,EDt1GZ;I0'N.S- AND ASSESSMENT OF TAX
PO BOX 280601 ,_ ~ ~-- ~-
HARRISBURG PA 17128-0601 REV-1547 EX AFP (12-OB)
~~~g ~~~ _~, pM 12• ~ ATE 02'-02-2009
ESTATE OF MA,RKLEY MARTHA B
,;_ DATE OF DEATH 03~-13-20D8
i
`~'~-}-'~~"~,~.-~~ y T FILE NUMBER 21 08-0531
C~-,r pACDUNTY CUMBERLAND
DAV I D A BAR K ~~,~' ~ ACN 101
OBRIEN ETAL APPEAL DATE: 04-03-2009
19 W SOUTH ST (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -) RETAIN LOWER PORTION FOR YOUR RECORDS ~-
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REV-1547 EX AFP C12-08~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARKLEY MARTHA B FILE N0. 21 08-0531 A(:N 101 DATE 02-02-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) I2) ,OD credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 28,647.81
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .0 0
8. Total Assets (8)
submit the upper portion
of this form with your
tax payment.
28,647.81
APPROVED DEDUCTIONS AND EXEMPTIONS: 3,204.92
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 31 .557.84
11. Total Deductions (11) 34.762.76
6, 114.95-
12. Net Value of Tax Return C12)
.0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
6, 114.95-
14. Net Value of Estate Subject to Tax C14)
NOTE: If an assessment was
reflect figures that
ASSESSMENT OF TAX:
issued previously, lines 14, 15 andl/or 16, 17, 18 and 19 will
include the total of ALL returns assessed to date.
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
rwv rornrrc.
C15)
C16)
.00 X
C17) . 00 X
cls) • 00 x
00 _ .00
045 _ .00
12 _ .00
15 _ .00
cl9)= . 00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX (:REDIT .00
BALANCE OF 1fAX DUE .00
INTEREST AND PEN. .00
TDTAL DUE .00
.00 x
* 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 AS A "CREDIT" (CR), YDU MAY BE DUE `"'~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)