HomeMy WebLinkAbout03-20-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NbTtCE OF'INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAIS_MENT,:,A~L04(ANGE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DE~CiCT1~ONS "-AND' 'ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ff~~ REV-1547 EX AFP CO1-09)
~~49 ~~~ ~~ ~~ ~SA~~ 03-16-2009
ESTATE OF BROTHERS JR CLARK W
(~~E~t( (~~ DATE OF DEATH 10-16-2004
QRP~~S C.~JUF~~LE NUMBER 2l 06-0052
DARYL CHRIDTOPHER CUM~~~~I-.~~`~~"L.' r;(~({~ITY CUMBERLAND
ACN 101
4503 NORTH FRONT STREET APPEAL DATE: 05-15-2009
BROTHERS ESTATE (See reverse side under Objections)
HARRISBURG PA 17110 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 BROTHERS JR CLARK W FILE N0. 21 06-0052 ACN 101 DATE 03-16-2009
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)
cl) .00
cz) .00
c3) .00
c4) .00
c5) 72 , 625.52
c6) .00
cn .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
c8) 72, 625.52
4,989.19
C9)
clo) .00
C11) 4.989.7 9
67,636.33
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 67,636.33
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) 67,636.33 X 045 = 3,043.63
17. Amount of Line 14 at Sibling rate (17) .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)= 3, 043.63
TAY 1'D CTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-19-2008 CD010287 .00 3,043.63
09-19-2008 WRITEOFF .00 680.33
TOTAL TAX CREDIT 3,043.63
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ry
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO 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.)