Loading...
HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES AppRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIYISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 260601 HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09) DATE 03-09-2009 ESTATE OF TOOMEY JOHN H DATE OF DEATH 11-08-2006 FILE NUMBER 21 06-1044 COUNTY CUMBERLAND RICHARD C SNELBAKER ACN 101 SNELBAKER 8~ BRENNEMAN APPEAL DATE: 05-08-2009 44 W MAI N ST (See reverse side under Objections) MECHANICSBURG PA 17055 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 TOOMEY JOHN H FILE N0. 21 06-1044 ACN 101 DATE 03-09-2009 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1 1. Real Estate (Schedule A) (1) .00 NOTE: Tp.„~insure proper 2. Stocks and Bonds (Schedule B) (2) credit -' Your account, 937.70 . ~ ~ubmit'iRRe upps~,-pprtion 3. Closely Held Stock/Partnership Interest (Schedule C) C3) 0 'Cfof thi~form i~,l;tfj'your ~ 4. Mortgages/Notes Receivable (Schedule D) (4) .OQ ~-~ pa nt L ' ~' ~ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) ~?=:` ~ ~ ~ tJ .0 0 :-~.7 ,,± 6. Jointly Owned Property (Schedule F) C6) ~- ~ ~ . D,~i . ''~` ^~ ~~_1 7. Transfers (Schedule G) ,, ~~ ~ 8. Total Assets c(8m ~ 9~7._]© ~ .. f' ;:,.~ '~ APPROVED DEDUCTIONS AND EXEMPTIONS: " 15.00 O 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) tQ 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) 1 ~ _ 00 12. Net Value of Tax Return (12) 922.70 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 8,339.92 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 C15) •00 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 8,339.93 X 045 = 375.30 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 15 _ .00 19. Principal Tax Due (19)= 375.30 TAY /`DQTTTC. PAYMENT DATE RECEIPT NUMBER DISCO T C+) INTEREST/PEN PAID C-) AMOUNT PAID 10-30-2007 CD008878 .00 333.78 11-05-2008 CD010489 3.46- 44.98 BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-06-2008 TOTAL TAX CREDIT 375.30 BALANCE OF TAX DUE .00 INTEREST AND PEN. 6.40 TOTAL DUE 6.40 * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, 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.)