HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
~~`~' `~~..'.-ti !~'-i-I~ `^ !~ NOTICE OF INHERITANCE TAX
TJ4-XES '- ~'-' AppRAISEMENT, ALLOWANCE OR DISALLOWANCE
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~_ _ _ ~ ~j- ', ., ., . OF DEDUCTIONS AND ASSESSMENT OF TAX
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JOHN J KRAFS-~'G Jf2 ~ ~ r'~~'' p
2921 N FRONT ST
HBG PA 17110
REV-1547 EX AFP (01-09)
DATE 03-09-2009
ESTATE OF THOMAS JOSEPH R
DATE OF DEATH OS-20-2008
FILE NUMBER 21 08-0894
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 _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS !~ _ _______________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF THOMAS JOSEPH R FILE N0. 21 08-0894 ACN 101 DATE 03-09-2009
TAX RETURN WAS: (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:
NDTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 504,433.98
60,379.05
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens [Schedule I) (10) 758.13
11. Total Deductions X11) 61 . 1 ~7. 1 S
12. Net Value of Tax Return C12) 443,296.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax (14)
00
443,296.80
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 f`D CAT TC.
t15) • 00 X 00 _ . 00
c16) 443,296.80 X 045 = 19,948.35
cln . DO X 12 _ . 00
cls) .00 X 15 _ .00
c19)= 19,948.35
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-25-2008 CD010330 984.36 18,702.91
10-31-2008 CD010486 13.06 275.00
03-02-2009 REFUND .00 26.98-
TOTAL TAX CREDIT 19,948.35
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, ND 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.)
cl) 172, 000.00
c2) 102.966.29
c3) .00
c4) .00
c5) 229.467.69
c6) .00
n) .00