HomeMy WebLinkAbout02-24-09COMMONWEALTH OE PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
MARTSON LAW OFFICE
10 EAST HIGH STREET
CARLISLE, PA 17013
REV-1162 EX111-96)
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 010939
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
fold
ESTATE INFORMATION: SSN:
FILE NUMBER: 2108-1053
DECEDENT NAME: ENNIS THERESA M
DATE OF PAYMENT: 02/24/2009
POSTMARK DATE: 02/24/2009
COUNTY: CUMBERLAND
DATE OF DEATH: 01/27/2008
101 ~ 561 .63
TOTAL AMOUNT PAID:
REMARKS:
SEAL
CHECK# 20680
561.63
INITIALS: CJ
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER C-F WILLS
REGISTER OF WILLS
-BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TAXE:SIrt`k~~'!~r~ 1~;~'f~P~,4ISEMENTE ALLOWANCETORCDISALLOWANCE
,~. i „,. i,. OF DEDUCTIONS AND ASSESSMENT OF TAX
I ;...._ .. _~ i ~.Jk . ~ i'.....
209 FEB 24 PN 2~ 09
ORP~'F'i-' ~~?~1RT
JOHN B FOWLER~~~:T.!.E'SQ "l +~1., Q'~
MARTSON LAW OFCS
10 E HIGH ST
CARLISLE PA 17013
REV-1547 EX AFP CO1-09)
DATE 02-24-2009
ESTATE OF ENNIS THERESA M
DATE OF DEATH 01-27-2008
FILE NUMBER 21 08-1053
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-25-2009
(See reverse side under Objections)
AAOUnt Rea:itted
MAKE CHECK PAYABLE AND REMI 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 ENNIS THERESA M FILE N0. 21 08-1053 ACN 101 DATE 02-24-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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
(1) .00 NOTE: To insure proper
DO credit to your account,
C2) , submit the upper portion
(3) .00 of this form with your
C4) .00 tax payment.
(5) 17,384.40
(6) 34,338.40
(7) .00
ce) 51,722.80
APPROVED DEDUCTIONS AND EXEMPTIONS: 16,547.80
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 13.785.00
11. Total Deductions (11) ~0 .3~ . SO
12. Net Value of Tax Return C1P) 21,390.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .i) C13) .00
14. Net Value of Estate Subject to Tax
C14) 21,390.00
NOTE: If an assessB~ent 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 (16) 21,390.00 X 045 = 962.55
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 = .00
19. Principal Tax Due (19)= 962.55
IMA VRGLi1J.
AYMEN
DATE
R CEIPT
NUMBER
D SCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-23-2008 CD010446 .00 902.25
INTEREST IS CHARGED THROUGH 03-11-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 902.25
BALANCE OF TAX DUE 60.30
INTEREST AND PEN. 1.33
TOTAL DUE 61.63
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 31, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
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