HomeMy WebLinkAbout02-13-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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BRADLEY L GRIFFIE
GRIFFIE B ASSOCS
200 N HANOVER ST
CARLISLE PA 17013
REV-1547 EX AFP CO1-09)
DATE 02-16-2009
ESTATE OF GREENWOOD BERTHA M
DATE OF DEATH 05-14-2008
FILE NUMBER 21 08-0580
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-17-2009
(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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GREENWOOD BERTHA M FILE N0. 21 08-0580 ACN 101 DATE 02-16-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 102, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3 00 submit the upper portion
. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8 9,5 79.67
6. Jointly Owned Property (Schedule F) C6) .DO
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 191 , 579.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
6,908.30
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 16,640.11
11. Total Deductions (11) 23.ri48_41
12. Net Value of Tax Return C12) 168, 031.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) C13) .00
14. Net Value of Estate Subject to Tax (14) 168,031.26
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 16 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) •00 X 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 168,031.26 X 15 _ 25,204.69
19. Principal Tax Due (19)= 25,204.69
TAY /`D CTTTC.
PA ME T
DATE CE T
NUMBER DI COUNT C+
INTEREST/PEN PAID C-) AMOUNT PAID
08-13-2008 CD010137 1,260.23 30,000.00
TOTAL TAX CREDIT 31,260.23
BALANCE OF TAX DUE 6,055.54CR
INTEREST AND PEN. .00
TOTAL DUE 6,055.54CR
* 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" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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REV•1~78 Ex (8.88)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMEN70F REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17126-0601
DECEDENTS NAME
Bertha M. Greenwood FILE NUMBER
2108-0580
REVIEWED BY
Destiny S.R.Brown ACN
101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO. __ -__ --
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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