HomeMy WebLinkAbout03-31-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,.,NO.TIGE.OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ' gp~,RA1$SEMENT., ALLOWANCE OR DISALLDWANCE
INHERITANCE TAX DIVISION -QF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 28D601 -
HARRISBURG PA 17128-0601
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c2) 176.561.38
c3) .00
c4) .00
WILLIAM R KAUFMAN ES~~~~,.9 '~~, ~~
STE B
940 CENTURY DR
MECHANICSBURG PA 17055-4376
DATE 03-09-2009
ESTATE OF BABBLER LUKE S
DATE OF DEATH 02-08-2008
FILE NUMBER 21 08-0246
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-08-2009
(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 4-
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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 BABBLER LUKE S FILE N0. 21 08-0246 ACN 101 DATE 03-09-2009
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)
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
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5) 17.651.88
c6) 7,018.21
c7) 9,211.97
c8) 210,443.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,273.17
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions X11) 17.77.17
12. Net Value of Tax Return C12) 198, 170.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) 9,211.97
14. Net Value of Estate Subject to Tax X14) 188,958.30
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 f DCTTTQ.
c15) • 00 X 00 _ . 00
c16) 188,958.30 X 045 _ 8,503.12
cln .00 X 12 _ .00
c18) .00 X 15 _ .00
c19)= 8,503.12
PAYMEN
DATE RECEIPT
NUMBER DISCOUNT (t)
INTEREST/PEN PAID (-) AMOUNT PAID
04-29-2008 CD009660 425.16 9,884.99
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1547 EX AFP (01-09)
2GQ9 BAR 3 I PM 12~ 12
TOTAL TAX CREDIT 10,310.15
BALANCE OF TAX DUE 1,807.03CR
INTEREST AND PEN. .00
TOTAL DUE 1,807.03CR
C IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)