HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
{{++ !•!`~~~^ h~°!,'~•;- ~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES `'fit,; ~ ~,..~ ppp,~},q~gMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION !,;~p;g"~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~',_ ~ ,,„~
HARRISBURG PA 17126-0601 REV-1547 EX AFP (01-09)
~^;~~"~" i~9~ ~ ~ ~~~ ~. ~ ~ DATE 03-09-2009
ESTATE OF NELSON DAVID G
DATE OF DEATH 10-25-2007
FILE NUMBER 21 07-1150
Gib ~ 1 " .~ ~.~U!,JF~.T
_•4 COUNTY CUMBERLAND
PAUL BRADFORD ~SQ. ,._ ~'. ;°}'?. ACN 101
50 EAST HIGH STREET APPEAL DATE: 05-08-2009
CARL I S L E PA 17 013 (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 _ ~1 R_ETA_IN LOWER PORTION FOR YOUR RECORDS E- _ _______________
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NELSON DAVID G FILE N0. 21 07-1150 ACN 101 DATE 03-09-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7.468.02
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
7,468.02
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) 3,800.95
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5.4 96.4 0
11. Total Deductions
C11)
9.797.3x,
12. Net Value of Tax Return C12) 1,829.33-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (l4) 1,829.33-
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) •00 X 045 = .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 C18) •00 X 15 _ .00
19. Principal Tax Due (19)= .00
rex rornrTe.
PAYM NT
DATE RECEIPT
NUMBER D SCOUNT (+)
INTEREST/PEN PAID C-) 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 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.)