HomeMy WebLinkAbout03-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- r-~,~_ n, ~ ~,r~_ 8~I OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES „^~if .NPPRA~~I~ N6N -; ALLOWANCE OR DISALLOWANCE
INkFRITANCE TAX DIVISION !i ?1s~FVI1E~luCTY'ONS AND ASSESSMENT OF TAX
PO ~30X 2806D1
HARiiISBURG- :'A 17128-0601 REV-1547 EX AFP (01-09)
~~Q9 ~i~~ _6 P~ ~~~ 52 DATE 03-02-2009
ESTATE OF CLINE ESTHER P
DATE OF DEATH 02-01-2008
C~ ~`~~~~~+ ! T FILE NUMBER 21 08-0129
ORPH~~!~I~~ rilJiiJ~i COUNTY CUMBERLAND
J WARD COOPER C~~;`~ ~' r.'°;~ `~~~Y„ PA ACN 101
4401 CARLISLE RD APPEAL DATE: 05-01-2009
GARDNERS PA 17324 {See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4~-
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CLINE ESTHER P FILE N0. 21 08-0129 ACN 101 DATE 03-02-2009
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 11,4 00 .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. CashtBank Deposits/Misc. Personal Property (Schedule E) (5) 92,371 .96
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets fig) 103,771.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
11,198 .52
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.134 .25
11. Total Deductions C11) 1.33?.77
12. Net Value of Tax Return C12) 88,439.19
13. CharitablelGovernmental Bequests; Non-elected 9113 Trusts (Sch edule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 88,439.19
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) 88,439.19 X 045 = 3,979.77
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 3 .00
19. Principal Tax Due cly)= 3,979.77
TA CRE ITS:
PA ME T REC IP DISCOUN C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-30-2008 CD009635 198.00 3,762.00
INTEREST IS CHARGED THROUGH D3-17-2004 TOTAL TAX CREDIT 3,960.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 19.77
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .43
TOTAL DUE 20.20
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS R EpUIRED.
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 I NSTRUCTIONS.)
r ,
REV-1470 EX (688)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Esther P. Cline FILE NUMBER
2108-0129
REVIEWED BY ACN
Anita McCully 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
J II-B # The value of the charitable bequest has been disallowed. The decedent's Will did not
~ contain a specific bequest to the charity.
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