HomeMy WebLinkAbout03-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES t1~~ 3 ?~A:~.NQ1'ICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~AP~R~A~SEM~NT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 i 11;„ ~ L, t; ',~aF !DEI~UDTIONS AND ASSESSMENT OF TAX
~iAKRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
ZOC9 ~Ag -5 PM 12~ 52 DATE 03-02-2009
ESTATE OF RHINE AUDREY M
C~~~:~ ~~ DATE OF DEATH 02-01-2008
~R~I-i,~;~~,~ ~~~~;RT FILE NUMBER 21 08-0379
DAVID KNAUER ESQ CU^^~~- F ~~' '~.~i; PA COUNTY CUMBERLAND
ACN 101
411 E MAIN ST APPEAL DATE: 05-01-2009
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 ~ 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 RHINE AUDREY M FILE N0. 21 08-0379 ACN 101 DATE 03-02-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
c1) 141,900.00
c2) .00
c3) .00
c4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
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
c5) 19,203.00
c6) .00
c7) .00
cB) 161,103.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
38,715.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.559.00
11 . Total Deductions X11) 4T .774 _ OD
12. Net Value of Tax Return C12) 118,829.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 118,829.00
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 Lfne 14 at Spousal rate (15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 118,829.00 X 045 = 5,347.31
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due C19)= 5,347.31
TAY /`DCTTTC.
PAYM NT
DATE RECEIPT
NUMBER ISCOUN (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-01-2008 CD010354 .00 4,674.00
1NItKtSI iS CHARGED THROUGH 03-17-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 4,674.00
BALANCE OF TAX DUE 673.31
INTEREST AND PEN. 14.77
TOTAL DUE 688.08
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
Audrey M. Rhine
INHERITANCE TAX
EXPLANATION
OF CHANGES
2108-0379
REVIEWED BY AC:N
Anita McCully 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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