HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~ '^/~~~rr ,,"~~ n "'"'''C ( '~~OTICE OF INHERITANCE TAX
dPpp~AfB~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "~ _' ~„d~;~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 (,!_ _ _ u., ; ~, ~ ;. `..
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
~~~~ ~~~ ~ ~ ~~ ~_ ~ ~ DATE 03-09-2009
ESTATE OF ENGLE ELIZABETH
~~'"i t~, : J ~•.IV~ i
MELANIE WALZSC~~~NGT __ ~r ,~', ~~
SCARINGI & SCARINGI
2000 LINGLESTOWN RD 1
HBG PA 17110
DATE OF DEATH 02-13-2008
FILE NUMBER 21 08-0524
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 t--'
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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 ENGLE ELIZABETH FILE N0. 21 08-0524 ACN 101 DATE 03-09-2009
TAX RETURN WAS: C 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 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) .00 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)_ 9, 106.13
7. Transfers (Schedule G) (7) 65, 066.37
8. Total Assets (g) 74,172.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
1,443.99
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 280.00
11. Total Deductions (11) 1 .723.99
12. Net Value of Tax Return (12) 72,448.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (l4) 72,448.51
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) .00 X 00 _ .00
(16) 72,448.51 X 045 = 3,260.18
cln .00 X 12 _ .00
(1B) .00 X 15 _ .00
(19)= 3,260.18
PAYMENT
DATE RECEIPT
NUMBER SCOUNT +)
INTEREST/PEN PAID C-) AMOUNT PAID
05-12-2008 CD009699 163.01 3,137.84
03-02-2009 REFUND .00 40.67-
TOTAL TAX CREDIT 3,260.18
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 81, ND 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.)