HomeMy WebLinkAbout02-13-09.- COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES r~,f ~~'- -~,{~,
APR $N~t'~, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ `' '' ='w0~' DE,GL~ONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~ , ,
HARRISBURG PA 17128-0601 '"'L`,;li ~ `I i '..i ~ ° - REV-1547 EX AFP (01-09)
DATE 02-16-2009
2Q09 FEB 13 P1~9 I ` 40 ESTATE OF SCOTT PAUL W
DATE OF DEATH 02-12-2008
CLERK ~~ FILE NUMBER 21 08-0180
ORPHA,f~''S COURT COUNTY CUMBERLAND
WILLIAM A DUNCAN ~3('" ~- ,~,~-- -•,~ ~A ACN 101
DUNCAN & HARTMAN ~'~`' r`~. APPEAL DATE: 04-17-2009
1 I RV I NE ROW (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS (--~
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCOTT PAUL W FILE N0. 21 08-0180 ACN 101 DATE 02-16-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED YALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 57.345.00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 31,4 94.64
6. Jointly Owned Property (Schedule F) (6) 1 , 774.62
7. Transfers (Schedule G) (7) .00
8. Total Assets ($) 90,614.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
15;,109.62
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,338.77
11. Total Deductions (11) 20 .448 _ 39
12. Net Value of Tax Return C12) 70, 165.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ,1) (13) .00
14. Net Value of Estate Subject to Tax C14) 70, 165.87
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) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 70, 165.87 X 045 = 3, 157.46
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
T~v rornrrc. (19)= 3, 157.46
~ ~ PAY NT ~ J ~
DATE EC IP
NUMBER ISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-08-2008 CD009684 136.84 2,600.00
10-21-2008 CD010432 .00 45.00
10-21-2008 CD010433 .00 420.70
TOTAL TAX CREDIT 3,202.54
BALANCE OF TAX DUE 45.08CR
INTEREST AND PEN. .00
TOTAL DUE 45.OSCR
i
~ 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.)
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REV-1470 EX (688)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Paul W Scott 2108-0180
REVIEWED BY ACN 101
Deborah Washington
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
A I 1 I The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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