HomeMy WebLinkAbout02-20-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
KENNETH D GEORGE
16 WAYNE RD
CAMP HILL
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ,~,,~ i~~ ~•ti ri~ ANO~I~E' OF INHERITANCE TAX ,
'_._ -A'Pk~t~1 SEIkEN7, ALLOWANCE OR DISALLOWANCE
;? rtiaFl I~EIDUCTIONS AND ASSESSMENT OF TAX
~~ REV-1547 EX AFP (01-09)
2'09 FED 20 ~~ ~~ ~ 23 DATE 02-16-2009
ESTATE OF GEORGE SALLY E
DATE OF DEATH 10-18-2007
~~.~~~ ~~ FILE NUMBER 21 08-0468
ORF'H.~~~~1,`~ ~~7URT COUNTY CUMBERLAND
ti;e ~` ,., p ACN 101
APPEAL DATE: 04-17-2009
PA 17 011 (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 GEORGE SALLY E FILE N0. 21 08-0468 ACN 101 DATE 02-16-2009
TAX RETURN WAS: C 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) .00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .DO
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 3,755.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) .00
11 . Total Deductions C11) ; ~ ~~~ ~ DD
3,755.00-
12. Net Value of Tax Return (12) .00
13 Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13)
. 3,755.00-
14. Net Value of Estate Subject to Tax (l4)
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 C15) . =
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 045 = .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)= .00
I h V R G i 1 J
PAYM NT
DATE
RECEIPT
NUMBER
ISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( 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.)