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HomeMy WebLinkAbout03-20-09BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYISION PO BOX 280601 HARRISBURG PA 17128-0601 RICHARD C SNELBAKER SNELBAKER & BRENNEMAN PO BOX 318 MECHANICSBURG PA 17055 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTIBE~°~F„ INiiERITANCE TAX APPRAISEME'NT, ALLOWANCE OR DISALLOWANCE OF,~~~3UC,7.~'O;NS AND ASSESSMENT OF TAX .. .. _ ...i i ,.~~ REV-1547 EX AFP (01-09) L1tU~ (i~t\ ~~ PM ~Z~~~E 03-16-2009 L (~ ATE OF WEVODAU RICHARD N DATE OF DEATH 01-15-2007 C~~R~~%~ FILE NUMBER 21 07-0092 QRP!-~1N~S vO~RT OUNTY CUMBERLAND CUME~~`?R ,~'~'t(~ tr;~ , ~iQCN 101 APPEAL DATE: 05-15-2009 (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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WEVODAU RICHARD N FILE N0. 21 07-0092 ACN 101 DATE 03-16-2009 TAX RETURN WAS: C 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: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. 14. (1) .00 NOTE: To insure proper C2) .00 credit to your account, 00 submit the upper portion (3) . of this form with your I4) .00 tax payment. I5) 179,862.00 c6) .00 I7) 20,354.90 C8) 200,216.90 20,404.60 (9) Ilo) 1.022.80 (11) 91.4?7.40 112) 178,789.50 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .J) C13) .00 Net Value of Estate Subject to Tax (14) 178,789.50 NOTE: If an assessment was issued previously, lines 14, 15 andlor 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) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate C17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAY CRRIITTS 178,789.50 X 00 _ .00 .00 X 045 = .00 .00 X 12 _ .00 .00 X 15 _ .00 119)= .00 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX CREDIT .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 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.)