HomeMy WebLinkAbout03-13-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~~^t ~ ~'~ ~ ~' i a`(ICE OF INHERITANCE TAX
.;
r n i/ ~ ARPRA,I-$E~IENT, ALLOWANCE OR DISALLOWANCE
`i a - ~ .~i0~e,;-~,pUCTIONS AND ASSESSMENT OF TAX
Z~~~ ~~~ 13 P1~°" ?~ 4 0
~r;rC~,,Et;._ ~ ~ ~~:~~,i~T
,,
~l '
' ,-.L
ROBERT R BLACK
LANDIS K BLACK
36 S HANOVER ST
CARLISLE
PA 17013
REV-1547 EX AFP (01-09)
DATE 03-09-2009
ESTATE OF SHOWAKER ARLENE D
DATE OF DEATH 05-13-2008
FILE NUMBER 21 08-0596
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 ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP CO1-097 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHOWAKER ARLENE D FILE N0. 21 08-0596 ACN 101 DATE 03-09-2009
TAX RETURN WAS: (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) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 2,177.28 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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 67,203.0 3
6. Jointly Owned Property (Schedule F) (6) 16,243.06
7. Transfers (Schedule G) (7) .00
e. Total Assets (g) 85,623.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
20,596.43
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.18 8.64
11. Total Deductions C11) 71.78.07
12. Net Value of Tax Return C1P) 63,838.30
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 63,838.30
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) 63,838.30 X 045 = 2,872.72
17. Amount of Line 14 at Sibling rate (l7) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due (19)= 2,872.72
TAY rQCT1TTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-12-2008 (0010121 105.26 2,000.00
livltKtJl 1J l.F1AKlatL iliKUU~FI us-L4-1UUY TOTAL TAX CREDIT 2,105.26
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 767.46
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 4.10
TOTAL DUE 771.56
* 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 D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)