HomeMy WebLinkAbout03-31-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_..~ ~ •,,~f i~.~G~ NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES -_ APbI2/tISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION p~',D~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ,, 4_;.,~,;;_;, ;W,~
HARRISBURG PA 17128-0601
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EVELYN F ESHELMA '--••
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450 OLD STATE RD
GARDNERS PA 17324
REV-1547 EX AFP CO1-09)
DATE 03-30-2009
ESTATE OF JUNK GLEN M
DATE OF DEATH 02-14-2008
FILE NUMBER 21 08-0360
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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS f-
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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 JUNK GLEN M FILE N0. 21 08-0360 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) 4.22 0.22 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) (5) 8 6.88 7.75
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 91, 107.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
833.71
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.253.16
11. Total Deductions (11) 7.086.87
12. Net Value of Tax Return (12) 89, 021.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 89,021.10
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 C15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 89, 021.10 X 045 = 4, 005.95
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) .00 X 15 _ .00
19. Principal Tax Due (19)= 4, 005.95
TAY PDCTTTC.
PAYMENT
DATE RECEI T
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-13-2008 CD009721 200.30 3,818.01
03-23-2009 REFUND .00 12.36-
TOTAL TAX CREDIT 4,005.95
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 S1, 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.)