HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
f- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDU r~~ r~ ~ ~ ~~~-
1 4- -.' APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISI~r„_J_,,,, _ c+ 'i ;~ OF DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
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MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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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 PETERSON DONALD H FILE N0. 21 08-0394 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
(1) 110, 000.00 NOTE: To insure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 23.956.65
c6) .00
c7) .00
cB) 133, 956.65
23,728.85
C9)
cl0) 43.232.50
C11) 66.961.35
c12) 66,995.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax C14) 66,995.35
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 C16) 66, 995.35 X 045 = 3, 014.79
17. Amount of Line 14 at Sibling rate (17) •00 X 12 _ .DO
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due cly)= 3, 014.79
rwv rornrTr.
PAYMENT
DATE RECEIPT
NUMBER DISCO NT C+)
INTEREST/PEN PAID C-) gMOUNT PAID
11-05-2008 CD010492 .00 3,014.79
TOTAL TAX CREDIT 3,014.79
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 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.)
DATE 03-09-2009
ESTATE OF PETERSON DONALD H
DATE OF DEATH 04-01-2008
FILE NUMBER 21 08-0394
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-08-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: