HomeMy WebLinkAbout02-20-09 COMMONWEALTH OF PENNSYLVANIA
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EPARTMENT OF REVENUE
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bF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES .
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ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,
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~2~., _,L.;~,-IfE~U~1'IONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-06D1 REV-1547 EX AFP (01-09)
~o~g ~~~ 2~ AM ~ ~ : ~.~ DATE 02- 16-2009
ESTATE OF RENSHAW KETURAH L
~~~~if~ ~~ DATE OF DEATH 02-02-2008
~~~T FILE NUMBER 21 08-0144
Q~P~"i~~`~~~ v't
JAMES T BALDWI .
O/~ COUNTY CUMBERLAND
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ACN 101
BALDWIN 8, BALDWIN APPEAL DATE: 04-17-2009
4 2 S F R O N T S T (See reverse side under Objections )
MILTON PA 17847 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUS E
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~-1 R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~
REV-1547 EX AFP CO1-09) _ _______________
NOTICE OF INHERITANCE TAX APPRAISEMENT,-ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RENSHAW KETURAH L FILE N0. 21 08-0144 ACN 101 DATE 02-16-2009
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
(2) 1,619, 773.09 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 728 , 392.35
c6) 3, 005.80
to .00
ce) 2,351,171.24
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
161,081.96
C9)
cl0) 13.223.24
(11) 174.30.70
c12) 2,176,866.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 111,0 00.00
14. Net Value of Estate Subject to Tax X14) 2,065,866.04
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) •0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X 04 5 = .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 C18) 2,065,866.04 X 15 _ 309,879.91
19. Principal Tax Due (Lg)= 309,879.91
rex r~enrre.
AYM N
DATE RECEIPT
NUMBER DI COUNT +)
INTEREST/PEN PAID C-) AMOUNT PAID
04-17-2008 CD009586 15,494.00 295,000.00
TOTAL TAX CREDIT 310,494.00
BALANCE OF TAX DUE 614.09CR
INTEREST AND PEN. .00
TOTAL DUE 614.09CR
^ 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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)