HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_..
BUREAU OF INDIVIDUAL TAXES ?-~~ ~ ~~^ !,''` -NDTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION _ AP P'RI~I~S,EMENT, ALLOWANCE OR DISALLOWANCE
PD BOX 280601 i ~;_.,. ,,, :• ~ lpF ~D;EDUCTIONS AND ASSESSMENT OF TAX
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CHRISTOPHER V `S~M~BFF `aL ,,.''t~ ;~.
1018 SWARTHMORE RD
NEW CUMBERLAND PA 17070-1707
REY-1547 EX AFP (01-09)
DATE 03-09-2009
ESTATE OF SEMOFF BEVERLY J
DATE OF DEATH 02-21-2008
FILE NUMBER 21 08-0209
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 SEMOFF BEVERLY J FILE N0. 21 08-0209 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) (1) 200,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 64.740.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) 152,012.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 199,231.00
8. Total Assets (g) 615,983.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
51,929.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) ~) • q q _ pn
12. Net Value of Tax Return (12) 564, 054.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00
14. Net Value of Estate Subject to Tax C14) 564,054.00
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
TAY f QCTITTC.
(16) 564,054.00 X 045 _ 25,382.00
(ln , 00 X 12 _ . 00
(18) .00 X 15 _ .00
(19)= 25,382.00
PAYMENT
DATE RECEIPT
NUMBER DISCDUN (+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-13-2008 CD009726 1,105.26 21,000.00
11-04-2008 CD010487 .00 3,277.00
TOTAL TAX CREDIT 25,382.26
BALANCE OF TAX DUE .26CR
INTEREST AND PEN. .00
TOTAL DUE .26CR ('~
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 61, 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.)