HomeMy WebLinkAbout02-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TI E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES t ~`^ 1['"{'1 'rtl ~~
;.gjaPR~~S~-1ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ - ':OF D LICTIONS AND ASSESSMENT OF TAX
PO BOX 280601 I is Iwo " ~. '~R '
HARRISBURG PA 17128-0601 ~ V ~ i ~ ~~ - ~__
REY-1547 EX AFP (12-OB)
2009 FEB f 3 Pfd 1: ~{ ( DATE 02-09-2009
ESTATE OF VARGUS RUSSELL H
DATE OF DEATH 02-22-2008
C~E~K ~~ FILE NUMBER 21 OS-0330
OR°~'r~..1'~ ~S CURT COUNTY CUMBERLAND
DAVID KNAUER ESQ ~(,+p ~"''_ "'~~ ",~! r~ ACN 101
411 E MAIN ST APPEAL DATE: 04-10-2009
MECHANICSBURG PA 17055 (See reverse side under Objections)
Anount ReAitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CI] 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 VARGUS RUSSELL H FILE N0. 21 08-0330 ACN 101 DATE 02-09-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A] (1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 43, 033.00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 11,212.00
6. Jointly Owned Property (Schedule F) (6) .OD
7. Transfers (Schedule G) (7) .00
s. Total Assets (B) 54,245.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
5,187.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liab313ties/Liens (Schedule I) C10) 5.251.00
11. Total Deductions (11) I 0 .43A _ DO
12. Net Value of Tax Return C12) 43,807.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) (13) .00
14. Net Value of Estate Sub3ect to Tax C14) 43,807.00
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 (15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 43,807.00 X 045 = 1,971.00
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 (19)= 1,971.00
TAY PQCTIiTC.
PAYMENT
DATE R CEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-30-2008 (0010476 .00 1,971.00
TOTAL TAX CREDIT 1,971.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)