HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~rnl' f^,~;'1 (""i;"'I~"'~ 11^"'NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXE ~r-i ~i_~~,_'i_:.~ '...'~ IA[kRRA~SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ '.^ _
Po Box 2ao6D1 ! ~ '~~°pEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-D601 "` ~ ~ ` '` ~ ~,....~
L"J :7J I~~f11~'+;i ~ V t 11 L~ 1 V
JOHN SENER '' ! ~' , -~
C l ~ ~.
5208 DEERFIELD AVE
MECHANICSBURG PA 17050
REV-1547 EX AFP C01-09)
DATE 03-09-2009
ESTATE OF SENER JEAN A
DATE OF DEATH 12-02-2007
FILE NUMBER 21 08-0008
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 ~
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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 SENER JEAN A FILE N0. 21 08-0008 ACN 101 DATE 03-09-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest [Schedule C) (3) .0 0 submit the upper portion
of thi s form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax pa yment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers [schedule G) (7) 5, 138.64
e. Total Assets C8) 5, 138.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ .00
11. Total Deductions (11) .[10
12. Net Value of Tax Return (12) 5, 138.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts [Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 5,138.64
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
rex rornrrc.
(15)
5,138.64 X
C16) . 00 X
C17) .00 X
Cls) • 00 x
00 _ .00
045 = .00
12 _ .00
15 _ .00
(19)= . 00
PAYMENT
DATE RECEIPT
NUMBER D SCOUNT +)
INTEREST/PEN PAID (-) AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)