HomeMy WebLinkAbout03-20-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
SHAUN B ADRIAN
STE 700
100 STATE ST
ERIE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NQ'~iQ~ OFr`'INf1ERITANCE TAX
APPRAIS'EkEN'~-i ALL0YIANCE OR DISALLOWANCE
(~~ IIETf~JGTZONS SAND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
2009 PEAR 20 PM !2~ ~-TE 03-16-2009
ESTATE OF JOHNSON ESTHER L
DATE OF DEATH 07-07-2008
C~-~~~~ ~r FILE NUMBER 21 08-0766
Q~~~is COURT COUNTY CUMBERLAND
CU14tF~~':_~'~~~.; t_-L~ . PAacN 101
APPEAL DATE: 05-15-2009
(See reverse side under Objections)
PA 16507 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 JOHNSON ESTHER L FILE N0. 21 08-0766 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 Dwned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
~1) .00 NOTE: To insure proper
C2) 14,384.92 credit to your account,
00 submit the upper portion
C3) of this form with your
~4) .00 tax payment.
c5) 20 , 997.09
c6) .00
~7) 124,153.79
Ce) 159,535.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
10,567 .54
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2 2.370 .58
11. Total Deductions (11) 32.938 _ 12
12. Net Value of Tax Return (12) 126,597.68
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .1) (13) .00
14. Net Value of Estate Subject to Tax (14) 126,597.68
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 (16) 126,597.68 X 045 = 5,696.90
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 _ .00
19. Principal Tax Due C19)= 5,696.90
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-29-2008 CD010352 284.85 5,800.00
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TOTAL TAX CREDIT 6,084.85
BALANCE OF TAX DUE 387.95CR
INTEREST AND PEN. .DO
TOTAL DUE 387.95CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REQUIRED. ,
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)