HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~` r { ~NOrI~CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ App)7AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ...~. cDF ;D~DIdCTIONS AND ASSESSMENT OF TAX
PO BOX 2806D1 _ _f .'~ ,_!; .. ~
HARRISBURG PA 17128-0601 ~ -
REV-1547 EX AFP (12-OS)
20G~9 ~~B _6 pM 12.41 DATE 02-02-2009
ESTATE OF LUDWIG DORIS L
.~.~~y,~ DATE OF DEATH 05-24-2008
~~'^;t,;-. t .,J~~rT FILE NUMBER 21 08-0642
GF~ ~r~' ° ~~ ~'` pA COUNTY CUMBERLAND
MARIELLE F HAZEN ~~"; '= - ~ ACN 101
HAZEN ELDER LAW APPEAL DATE: 04-03-2009
2000 LINGLESTOWN RD 2 (See reverse ;side under Objections)
HBG PA 17110 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 RECORDS ~
REV-1547 EX AFP C12-08~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENI~ OF TAX
ESTATE OF LUDWIG DORIS L FILE N0. 21 08-0642 ACN 101 DATE 02-02-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHAIJGED
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)
B. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
1D. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13
14
(1) .00 NOTE: To insure proper
C2) .00 credit to your account,
C3)
.00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 2,341.70
c6) .00
cn .00
~$) 2, 341.70
2,346.06
C9)
clo) .00
(11) 7. 46.06
c12) 4.36-
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
Net Value of Estate Subject to Tax (14)
00
4.36-
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 X15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 _ .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due C19)= .00
TAX CREDITSe
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST ANI) PEN. .00
TOTAL DIIE .00
* 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" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)