HomeMy WebLinkAbout03-06-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JOHN B FOWLER III ESQ
MARTSON LAW OFCS
10 E HIGH ST
CARLISLE PA 17013
COMMONWEALTH OF PENNSYLVANIA
I}~ti~,~I~i1T,M~ rT,~.QF~ REVENUE
~MEYtT~~~--9R'~ ItN~FERTTANCE TAX
APPRAISE~Nf;,J1L~7 OWgNCE~,OR DISALLOWANCE
OF DE~DUC~fI~IJ~S`JAND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
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ESTATE OF ENNIS THERESA M
C~~rSi'( Cc DATE OF DEATH 01-27-2008
Q~~~r~~~~~ ~.~OI.,I~T[LE NUMBER 21 08-1053
~, ~~,--;~~, ,•.°,,h`, '"`raC~WTY CUMBERLAND
ACN 101
APPEAL DATE: 04-25-2009
(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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ -___-^_.______
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ENNIS THERESA M FILE N0. 21 OS-1053 ACN 101 DATE 02-24-2009
TAX RETURN WAS: ( ) 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) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) ~2) ,00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. CashlBank Deposits/Misc. Personal Property (Schedule E) (5) 17,384.4 0
6. Jointly Owned Property (Schedule F) (6) 34,338.40
7. Transfers (Schedule G) C7) .00
8. Total Assets fig) 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 C11)
~0.~~2_RO
12. Net Value of Tax Return (12) 21 , 390.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 21,390.00
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 .0 0
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 rate C18) •00 X 1 5 ~ .00
19. Principal Tax Due c19)= 9b2.55
TAY r`D CTTTC.
PA MENT
DATE RECE PT
NUMBER DI CO N C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-23-2008 CD010446 .00 902.25
INTEREST IS CHARGED THROUGH 03-11-2004 TOTAL TAX CREDIT 902.25
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 60.30
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.33
TOTAL DUE 61.63
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REgUIRED. ( ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ` x
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) t
REV-1470 EX (688)
a
INHERITANCE TAX
• COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Theresa M. Ennis 2108-1053
REVIEWED BY ACN
Destiny S.R.Brown 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H B9 The deduction for travel expenses has been disallowed. The executor or administrator
of the estate is the only person entitled to claim these expenses in conjunction with the
administration of the estate.
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