HomeMy WebLinkAbout02-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601 ,
-lrw~rf ~~~~ `APP~IZ~bI15~EMENTE ALLOWANCETORCDISALLOWANCE
„ _~~{ - ~QFr DEDUCTIONS AND ASSESSMENT OF TAX
2Q~~ DEB 13 Pty I = 41
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AQUANETTA WASH~%~'~?'^ '' `~`~., ?A
BNY MELLON N A
PO BOX 7899
PHILA PA 19101
REV-1547 EX AFP (12-OB)
DATE 02-09-2009
ESTATE OF DUNLAP ROSE S
DATE OF DEATH 01~-19-2008
FILE NUMBER 21 08-0991
COUNTY CUMBERLAND
ACN 10'1
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 C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DUNLAP ROSE S FILE N0. 21 08-0991 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)
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
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
.00 submit the upper portion
(3) of this form with your
C4) .00 tax payment.
I5) 18 , 087.00
c6) .00
~7) 4,081,468.87
c8) 4,099,555.87
APPROVED DEDUCTIONS AND EXEMPTIONS: 162,376.54
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 38.020 .21
11. Total Deductions (11) 200.~96.7F;_
3,899,159.12
12. Net Value of Tax Return C12)
3,768,139.12
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,I) (13)
131,020.00
14. Net Value of Estate Sub3ect to Tax (14)
NOTE: If an assessment was issued previously, l ines 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 C15) • =
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 104,370.00 X 045. 4,696.65
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) 26,650.00 X 15 3,997.50
19 l Tax Due
i
P
i C19)= 8,694.15
. nc
pa
r
~~ PAYM NT~~
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-01-2008 CD010356 .00 8,694.15
TOTAL TAX CREDIT 8,694.15
BALANCE OF TAX DUE .DO
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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.)