HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ~ ryj-~r~ ~~ ~~'~- ~'~~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~ ,/~PPR~ISEMENT, ALLOWANCE OR DISALLOWANCE
PD BOX 280601 ' - - i ~;+ '_~F_` DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
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MARTSON LAW OFCS
10 E HIGH ST
CARLISLE PA 17013
REV-1547 EX AFP (01-09)
DATE 03-09-2009
ESTATE DF ROTH G B
DATE OF DEATH 07-28-2008
FILE NUMBER 21 08-0833
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 ROTH G B FILE N0. 21 08-0833 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) C2) 44 2.595.84 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3)
.DO 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) (5) 134.871.16
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 191,006.98
8. Total Assets (g) 768,473.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
584.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) X84. NO
12. Net Value of Tax Return (12) 767,889.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 767,889.98
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 /`DCTTTC.
(15) 731,889.98 X 00 _ .00
(16) 36,000.00 X 045 _ 1,620.00
(17) .00 X 12 _ .00
(1s) .00 X 15 _ .00
(19)= 1,620.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-28-2008 (0010468 81.00 1,539.00
TOTAL TAX CREDIT 1,620.00
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.
l_l./
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.)