HomeMy WebLinkAbout03-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
f ~i"t "~~1!:! i 1'~~~ .'~F INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -_- ApI~Ry4'~S£MENT-,'ALLOWANCE OR DISALLOWANCE
YNHERITANCE TAX DIVISION '~~ I ~;.Dgy~-j,~~7tON$ AND ASSESSMENT OF TAX
PO BOX 280601 ! ~'--~=-ti • ~.~ ~ .. ~ ~_ .,
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
~D~9 ~~~ _6 P~ !2; C.,IZ DATE 02-24-2009
ESTATE OF RUDY SHELBY L
DATE OF DEATH 07-30-2008
~'~~~~ ~~'~ FILE NUMBER 21 08-1023
~~~N'~`j~ ~~Lj~~ COUNTY CUMBERLAND
FRANKLIN T RUDY CUP,~'~'_hL.-''.'~';LJ ^~., P,~ ACN 101
345 HEMLOCK LANE APPEAL DATE: 04-25-2009
ETTERS PA 17319 (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 (01-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RUDY SHELBY L FILE N0. 21 08-1023 ACN 101 DATE 02-24-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED ( 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
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
C1) .00 NOTE: To insure proper
C2) ,00 credit to your account,
00 submit the upper portion
(3) . of this form with your
C4) .00 tax payment.
C5) 1,400.42
C6) .00
Cn .00
CB) 1,400.42
611.00
(9)
C1o) .OD
C11) 611 _ DO
C12) 789.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 78 9.42
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
Tex rornrTC.
c15) • 00 X 00 = . 00
C16) .00 X 045 _ .00
C17) 789.42 X 12 = 94.73
Cls) • 00 X 15 = . 00
Cly)= 94.73
-- -
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUN C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-15-2008 CD010414 4.74 89.97
02-17-2009 SBADJUST .00 .02
TOTAL TAX CREDIT 94.73
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 S1, 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.)
REV-1470 EX (~B8)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
NAME
Shelby L. Rudy
REVIEWED
Destiny S.R.Brown
LE NUMBER
2108-1023
101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
Total on Schedule h was not correctly carried forward to recapitulation page.
INHERITANCE TAX
EXPLANATION
OF CHANGES
Row Page 1