HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~-, r~r, + ,•~, ~-~~-..,- ,~~- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXE'~S _ A~dRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~,+r OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2806D1 ~ ~ ', ;~
HARRISBURG PA 17128-0601 ~ ~"""
L~~~ ~~Q~ ~ ~ ~ 2~ ~ ~
C! FF~( C
FRANK H KELL~~'' ~ r; ~,, •,~';., P~
KELLY FINANICAL SVCS IN
400 BRIDGE ST STE 4
NEW CUMBERLAND PA 17070
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-' _ _______________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SOUTNER THOMAS R FILE N0. 21 08-0938 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)
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:
(1) .00 NOTE: To insure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
C5) 9.603.00
c6) .00
C7) 51,638.00
CB) 61,241.00
9.
Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H)
(9) 14,770.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9.4 55.00
11. Total Deductions C11) 74.?1~.OD
12. Net Value of Tax Return C12) 37, 016.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 37, 016.00
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 (16) •00 X 04 5 _ .00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .OD
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 37,016.00 X 15 _ 5,552.40
19. Principal Tax Due c19)= 5,552.40
TAX CREDITS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-28-2008 CD010463 277.62 5,275.40
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1547 EX AFP CO1-09)
DATE 03-09-2009
ESTATE OF SOUTNER THOMAS R
DATE OF DEATH 07-28-2008
FILE NUMBER 21 08-0938
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-08-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 5,553.02
BALANCE OF TAX DUE .62CR
INTEREST AND PEN. .00
TOTAL DUE .62CR
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)