HomeMy WebLinkAbout02-27-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
i~~.''"f 'i,'~~~'`y'~'~l AP~Q'['I~C~ Df INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES "'-'-'"d~p'pRfk~~S'H~1E'MTs ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
I-, ~-;-i1E ~l?7~~ONS AND ASSESSMENT OF TAX
PO BMX 280601 ~ -~" ~~ '~ ='--
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
?D49 FEB 2.7 ~~ ~ ~ % ~ $ DATE 02••24-2009
ESTATE OF WORK HONORA M
DATE OF DEATH 04••25-2007
~~-~~~~ ~~'r~~ pT FILE NUMBER 21 07-0498
~~~~,~~~~~J vV~~ll COUNTY CUMBERLAND
~A.r~,~-?t ~;P,('} (~(~ ~A ACN 10.1
JOHN M EAKIN ~j~,.- - • - -
MARKET SQUARE BLDG APPEAL DATE: 04-25-2009
MECHANICSBURG PA 17055 (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 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 WORK HONORA M FILE N0. 21 07-0498 ACN 101 DATE 02-24-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2 Stocks and Bonds (Schedule B) (2) 7,933.24 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (g) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
(e) 7, 933.24
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 4,861.69
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 300.0 0
11. Total Deductions (11) ~') 61 _ 69
2,771.55
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) C13)
2,771.55
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:
2,771.55 00 .00
15. Amount of Line 14 at Spousal rate (15) 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 C17) •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
~~`PA M NT~~
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, 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.)