HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
•- ~ ~-;~ ~- -- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL T/~)CE~S ~ ~-~?p'RAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "'OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ', y _ ~_
HARRISBURG PA 17128-0601 J '~
n~ ~ ~ ,° 4 3 ~ iT'i ~: I 0
/'~ ~ -' lyT
i , .. ~ ~', ~'i ~ i
' `~ ,_
SHAUN E OTO~~~' _ , , ,
401 N 2ND ST
HBG PA 17101
REV-1547 EX AFP (01-09)
DATE 03-09-2009
ESTATE OF MATTER SARAH J
DATE OF DEATH 02-05-2008
FILE NUMBER 21 08-0153
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-08-2009
(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 CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MATTER SARAH J FILE N0. 21 OS-0153 ACN 101 DATE 03-09-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
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) C2) 203,451.28 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 374,042.64
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 53,554.85
8. Total Assets fig) 631 , 048.77
APPROVED DEDUCTIONS AND EXEMPTIONS:
49,606 .54
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5.4 67 .59
11. Total Deductions C11) ~~.074.1
12. Net Value of Tax Return X12)
575,974.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) 57 5,974.64
14. Net Value of Estate Subject to Tax C14) •00
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) •0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 04 5 = .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 (18) •00 X 15 _ .00
19. Principal Tax Due C19)= .00
TAY f DCi1TTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
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~cOTAL DUEcI~scREF~LECTEDrASrAT^CREDITu' (CR)T, YOU MAY^BE DUEr