HomeMy WebLinkAbout03-31-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES !ARPRgISEMENT; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ OF DEpUCT.IONS AND ASSESSMENT OF TAX
PO BOX 280601 r_~ ~ ~ y
HARRISBURG PA 17128-0601 -~ - --
Z~~9 ~~~~ 31 °~ !2~ i i
BRIAN C LINSENBACH ~ -, C~
SCHRACK B LINSENBACH
124 W HARRISBURG ST
DILLSBURG PA 17019-0310
REV-1547 EX AFP (01-09)
DATE 03-30-2009
ESTATE OF BARTEK ELEANOR L
DATE OF DEATH 03-03-2008
FILE NUMBER 21 08-0281
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-29-2009
(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 _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARTEK ELEANOR L FILE N0. 21 08-0281 ACN 101 DATE 03-30-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 5,870.84 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 279,166.26
6. Jointly Owned Property (Schedule F) (6)_ 4,620.41
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 289, 657.51
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) 56,933.88
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 13.756.11_
11. Total Deductions
(11) -
7~.6R9.99
12. Net Value of Tax Return (12) 218, 967.52
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) •00
14. Net Value of Estate Subject to Tax (14) 218,967.52
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 (Lg) .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 (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 218,967.52 X 15 _ 32,845.13
19. Principal Tax Due (19)= 32,845.13
TAY f OCTiTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUN (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-28-2008 (0009809 1,631.58 31,000.00
11-14-2008 (0010531 .00 213.55
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 32,845.13
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. U
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)