HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXE~..r~?~if+~}ti(~j ~i~p~pR~SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,-r-;-~. ~ DEDUCTIONS AND ASSESSMENT OF TAX
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CARLISLE PA 17013
REV-1547 EX AFP CO1-09)
DATE 03-09-2009
ESTATE OF BRUCE CHARLES F
DATE OF DEATH 02-13-2008
FILE NUMBER 21 08-0260
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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRUCE CHARLES F FILE N0. 21 08-0260 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: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
(1) 277,500.00 NOTE: To insure proper
C2) 484.979.22 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
C5) 471 , 123.45
C6) .00
Cn 15,000.00
~$) 1,248,602.67
32,047.51
(9)
C10) 11 , 699.62
C11) 43.747 _ 1 3
clz) 1,204,855.54
Non-elected 9113 Trusts (Schedule J) C13) .00
c14) 1,204,855.54
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 C16) 1 , 204, 855 .54 X 045 = 54 , 218 .50
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 C19)= 54,218.50
Twv rocnrr~.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT +)
INTEREST/PEN PAID (-) AMOUNT PAID
05-08-2008 (0009688 2,500.00 47,500.00
10-27-2008 (0010462 .00 4,218.50
TOTAL TAX CREDIT 54,218.50
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
r
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, 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.)