HomeMy WebLinkAbout02-20-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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BUREAU OF INDIVIDUAL TAXES ~`~ ~~•'
INHERITANCE TAX DIVISION _ DEd1UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 7 ~~•~a, j :e Q~1~ . ".
HARRISBURG PA 17128-0601
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MARTSON LAW OFCS
CARLISLE PA 17013
REV-1547 EX AFP CO1-09)
DATE 02-16-2009
ESTATE OF CRAIG EVELYN C
DATE OF DEATH 08-04-2008
FILE NUMBER 21 08-0862
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 _ ~ R_ETA_IN LOWER PORTION 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 CRAIG EVELYN C FILE N0. 21 08-0862 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.
2.
3. Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
Closely Held StoeklPartnership Interest (Schedule C) (1)
(2)
(3) .00
,00
.00 NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,230.95
6. Jointly Owned Property (Schedule F) (63 .00
7.
e. Transfers (Schedule G)
Total Assets (7) 438, 629 .02
(g)
441,859.97
APPROVED DEDUCTIONS AND EXEMPTIONS: 39,013.05
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.537 .71
11. Total Deductions (11) 47 . DSO . 76
400,309.21
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13)
400,309.21
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 (15) =
X
16. Amount of Line 14 taxable at lineal/Class A rate (16) 400,309.21 X 045. 18,013.91
17. Amount of Line 14 at Sibling rate (17) •0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .0 0
19 al Tax Due
Princi (19)= 18,013.91
. p
~~PAYM ~T ~
DATE EC IP
NUMBER SC UNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-20-2008 CD010428 900.70 17,113.21
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 18,013.91
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C 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.)