HomeMy WebLinkAbout02-20-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
AR,PR~f~~ E~~, r+0.1-LAWANCE OR DISALLOWANCE
~'-'_0~!'DEIIUC7If61YS' AN'D ASSESSMENT OF TAX
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REV-1547 EX AFP (01-09)
DATE 02-16-2009
~QO9 FEB ZO AP9 I ~ ; ~3ESTATE OF FULLER MARY E
DATE OF DEATH 09-28-2007
FILE NUMBER 21 07-0922
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RICHARD C SNELBAKER ESQ Q~P~~~~ ~ ~,,;t )if~T ACNNTY lO1BERLAND
SNELBAKER & BRENNEMAN CL~'A -Y~ r `-' ~'~ ~ pfd APPEAL DATE: 04-17-2009
PO BOX 318 (See reverse side under Objections)
MECHANICSBURG PA 17055 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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FULLER MARY E FILE N0. 21 07-0922 ACN 101 DATE 02-16-2009
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 (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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
C1) 85, 000.00 NOTE: To insure proper
C2) 3 .495.50 credit to your account,
submit the upper portion
C3) .00 of this form with your
C4) .00 tax payment.
C5) 13 ,685.80
C6) 32 ,523.29
C7) .00
CB) 134,704.59
24,453.54
C9)
Clo) 1,720.10
C11) 96 • 173.64
c12) 108,530.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 108,530.95
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) 108,530.95 X 045 = 4,883.89
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
l T
D
i C19)= 4,883.89
19. ue
ax
Prlnc
pa
.,..PAYMENT ~
DATE ECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-20-2007 CD009099 157.89 3,000.00
10-30-2008 CD010471 7.89- 1,733.89
BALANCE OF UNPAID INTEREST/PENALTY AS OF
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
10-31-2008 TOTAL TAX CREDIT 4,883.89
BALANCE OF TAX DUE .00
INTEREST AND PEN. 33.20
TOTAL DUE 33.20
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
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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