HomeMy WebLinkAbout02-20-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r~ r~r'~~~".~1~'07ICE OF INHERITANCE TAX
~^~~ ~~ 4. r/~pP~7113°S~'MENT, ALLOWANCE OR DISALLOWANCE
~ E.~ °'~~+ ~IEDUCTIONS AND ASSESSMENT OF TAX
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RONALD E JOHNSON ~'~~~ ~~~ ~' ' it j ~~., PA
ANDREWS K JOHNSON
78 W POMFRET ST
CARLISLE PA 17013
REV-1547 EX AFP (01-09)
DATE 02-16-2009
ESTATE OF SHERIFF DOROTHY P
DATE OF DEATH 06-23-2008
FILE NUMBER 21 08-0713
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 X01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHERIFF DOROTHY P FILE N0. 21 08-0713 ACN 101 ______________
---
OR
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
Real Estate (Schedule A)
1 (1) 120,000.00 NOTE: To insure proper
. 00 credit to your account,
2. Stocks and Bonds (Schedule B) (2) , submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 21,053.18
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 27, 653.16
(B) 168,706.34
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 20,395.80
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9.916.39
C11) ~0.;7 .19
11. Total Deductions 138,394.15
12. Net Value of Tax Return (12) .00
13 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
. 138,394.15
14. Net Value of Estate Subject to Tax (14)
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) 138,394.15 )( 045 = 6,227.74
17. Amount of Line 14 at Sibling rate (17) •0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 .00
(19)= 6,227.74
19. Principal Tax Due
1 A VR G 1 1 J
PAYMENT
DATE
RECEIPT
NUMBER
D COUN (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-21-2008 (0010435 .00 6,227.74
TOTAL TAX CREDIT 6,227.74
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 61, 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.)