HomeMy WebLinkAbout03-31-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~-,-.~-~-, (.-MOTILE, OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AP!P1iA'IS~ENT', ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 +- _0F ,IIED CTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 "" REV-1547 EX AFP (01-09)
2~~9 LIAR 31 ~'-~ ~2~ ( ~ DATE 03-30-2009
ESTATE OF MARTIN RUTH H
DATE OF DEATH 04-15-2008
v~.C~"~'i~ ~.ii" FILE NUMBER 21 08-0466
O~"'~ ~'~'~~ ~ ~'~~~'~~ COUNTY CUMBERLAND
VERNON M MARTIN JR ~^~ ~",. r ~) . PA ACN 101
12 SUMMIT DR APPEAL DATE: 05-29-2009
D I L L S B U R G P A 17 019 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
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 MARTIN RUTH H FILE N0. 21 08-0466 ACN 101 DATE 03-30-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 14 9.588.98 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) 376,076.74
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 525,665.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
19,764.78
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 19.764.78
12. Net Value of Tax Return (12) 505,900.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule J) C13) 275,930.00
14. Net Value of Estate Subject to Tax (14) 229, 970.94
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 (`D CTTTC.
(16) .00 X 045 _ .00
(17) 229,970.94 X 12 _ 27,596.51
(le) .00 X 15 _ .00
(ly)= 27,596.51
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-05-2008 CD009982 1,368.42 26,000.00
11-12-2008 CD010524 .00 24.13
11-19-2008 CD010543 .00 204.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 27,596.55
BALANCE OF TAX DUE .04CR
INTEREST AND PEN. .00
TOTAL DUE .04CR
( IF TOTAL DUE IS LESS THAN 81, 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.)