HomeMy WebLinkAbout02-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~.''~ ~'~ `"~("~ r'l~i:.l(`7VR'1~ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - - a'-p-~R!AI~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ;' ~ ¢F ,b~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 l ~ ~. ~ ~ ~ ~- ~~ --
HARRISBURG PA 17128-0601 REV-1547 EX AFP (12-OB)
2009 F~$ ! 3 PM ! ~ ~} ~ DATE 02-09-2009
ESTATE OF MONACO ELEANOR E
CLERK ~/F~ n
Q~{~~~?u~'`1`J L'OUR''
~ , ir. ,~~rJ~. f !-"1
DARRELL L MONACO C~..~ ' ~_~'
971 SHERMANS VIEW RD
SHERMANS DALE PA 17090
DATE OF DEATH 11-11-2007
FILE NUMBER 21 07-1135
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-10-2009
(See reverse side under Objections)
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 ~
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REV-1547 EX AFP (12-08~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MONACO ELEANOR E FILE N0. 21 07-1135 ACN 101 DATE 02-09-2009
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)
2. Stocks and Bonds cSchedule B)
3. Closely Held Stock/Partnership Interest cSchedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property cSchedule F)
7. Transfers cSchedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens cSchedule I)
11. Total Deductions
12.
13.
14.
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I)
Net Value of Estate Subject to Tax
c13) .00
c14) 216, 112.59
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:
•00 00 .00
15. Amount of Line 14 at Spousal rate (15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 216, 112.59 X 045 = 9,725.07
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)= 9,725.07
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT MAID
02-11-2008 CD009282 473.68 9,000.00
10-30-2008 CD010479 3.86- 725.07
TOTAL TAX CREDIT 10,194.89
BALANCE OF TAX DUE 469.82CR
INTEREST AND PEN. .00
TOTAL DUE 469.82CR
* FORPCALCULATIONAOF ADDITIONAL INTERESTRSE ( IF TOTAL DUE IS REFLECTED AS~ANOCREDIT^TCCR)REYOURMAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
cl) .00 NOTE: To insure proper
c2) .00 credit to your account,
00 submit the upper portion
c3) . of this form with your
c4) .00 tax payment.
c5) 858.74
c6) 226, 126.05
c7) .00
cg) 226,984.79
8,.802.52
C9)
clo) 2.069.68
cll) )n.a7~_~n
c12) 216, 112.59