HomeMy WebLinkAbout03-20-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
..N(~.TICB ~F.-INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ;APPRAZSEMHN7;-ALLOWANCE OR DISALLOWANCE
INHERITANCE 7AX DIVISION -,OF--DE~DUCThONS :AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-06D1 "`~,,iL ~ REV-1547 EX AFP (01-09)
Za09 MAC 2p PAS `~' 27 ESTATE OF WATT6-2009 MABEL D
DATE OF DEATH 07-25-2008
{~,~~~~( ~~r FILE NUMBER 21 08-0842
ORPHAIV`SrCQURI' COUNTY CUMBERLAND
JOEL R ZULLINGER C~~~~) ;;.:,,,.ji , ~~~., pA ACN 101
STE 200 APPEAL DATE: 05-15-2009
14 N MAI N ST (See reverse side under Objections)
CHAMBERSBURG PA 17201 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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WATT MABEL D FILE N0. 21 08-0842 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
(15)
APPROVED DEDUCTIONS AND EXEMPTIONS:
29x660.44
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8.775.87
11. Total Deductions C11) 38.436.31
12. Net Value of Tax Return (12) 183,785.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) (13) .00
14. Net Value of Estate Subject to Tax C14) 183,785.60
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 CRFi1TTSe
cl) 178,250.31
~2) .00
c3) .00
c4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5) 43,971.60
c6) .00
n) .00
C8) 222,221.91
00 X
c16) 183, 785.60 X
c17) • 00 x
c18) • 00 x
00 _ .00
045_ 8,270.35
12 _ .00
15 _ .00
c19)= 8,270.35
PAYMENT
DATE R CEIPT
NUMBER DISCOUN C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-22-2008 CD010449 393.75 7,481.25
11-07-2008 CD010510 .00 395.35
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 8,270.35
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ~
IF TOTAL DUE IS LESS THAN B1, 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.)