HomeMy WebLinkAbout02-27-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES .-~~ ~PRf1I ~ ~,,gtLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION i a -0F~?D&~FONS AND ASSESSMENT OF TAX
PO BOX 280601 - -; r
HARRISBURG PA 17128-0601 -;'-1`. ~ ~'~ U, ' y,, ,~ ` REV-1547 EX AFP (01-09)
DATE 02-24-2009
~~(~~ ~~~ 2~ ~~ ~ ~ : ~ $ ESTATE OF YOUNG RAYMOND P
DATE OF DEATH 10-06-2007
C! ~~K ~J~ FILE NUMBER 21 07-0912
LESLIE E KOCH QR~C~,~~~S vV(J{~T COUNTY CUMBERLAND
338 MAPLE LANE C•,~.JP;~'_~r~~. `'i`'iC''~1., ~A ACN APPEAL DATE: 04-25-2009
CARL I SL E PA 17 015 (See reverse side under Objections)
Amount Remittedr
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS 4--~ _ _______________
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF YOUNG RAYMOND P FILE N0. 21 07-0912 ACN 101 DATE 02-24-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
I1) 1,,000.00 NOTE: To insure proper
C2) .00 credit to your account,
00 submit the upper portion
(3) . of this form with your
~4) .00 tax payment.
c5) 4.500.00
c6) .00
cn .00
c8) 5,500.00
2,000.00
(9)
cl0) 228.00
C11) 2.228.00
I12) 3,272.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax X14) 3,272.00
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:
15. Amount of Line 14 at Spousal rate (15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 3,272.00 X 045 . 14 7.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due C19)= 147.00
~~ PAYMENT
DATE RECEIPT
NUMBER DISCOUN C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-31-2008 CD010480 .00 66.00
INTEREST IS CHARGED THROUGH 03-11-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 66.00
BALANCE OF TAX DUE 81.00
INTEREST AND PEN. 5.03
TOTAL DUE 86.03
~ 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 DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)