HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'-r•; I'(_r ~N!]71CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - -'pp'pRA~SEt~ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF',~EDU,CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ,~_~~i-.. ..__.
HARRISBURG PA 17126-0601 REV-1547 EX AFP C12-OB)
Z0~9 ~~~ _6 Pty ~~: 4 r DATE oz-o2-2009
ESTATE OF BILOUS EVELYN C
DATE OF DEATH 06-22-2008
,:,~ -,7 FILE NUMBER 21 08-0725
QpJa~ ! ; ~,I t,1'r~i
_ ,--. ~~ PA COUNTY CUMBERLAND
FRANK H KELLY ~I~ - - ACN 101
400 BRIDGE ST 4 APPEAL D/1TE: 04-03-2009
NEW CUMBERLAND PA 17070 (See reversesrideunderObjections)
Amount Remitted
MAKE CHECK PAYAFILE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P,A 17013
CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECCIRDS ~-
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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 BILOUS EVELYN C FILE N0. 21 08-0725 ACN 101 DATE 02-02-2009
TAX RETURN WAS: C 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) (1) .00 NOTE: To insure proper
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
(2) 19., 670.00 credit to your account,
00 submit the upper portion
C3) . of this form with your
C4) . DO tax payment.
c5) 2i', 157.00
c6) .00
(7) 535, 096.00
c8) 585,923.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
21,857.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) Fi,487.0 0
11. Total Deductions X11) ?7.344.00
12. Net Value of Tax Return C12) 558,579.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 558,579.00
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 assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) •00 X 00 _ .DO
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 558,57'9.00 X 045= 25,136.06
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
19. Principal Tax Due C19)= 25, 136.06
rex rvrnrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-17-2008 CD010421 .00 25,136.06
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 25,136.06
BALANCE OF 7'AX DUE .00
INTEREST AN:D PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN ~>1, NO PAYMENT IS REQUIRED. `y
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)