HomeMy WebLinkAbout03-31-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
}r~
f"~ ~"~NQT~"CE~'OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES i
~ AppR.~gISE'N~NT,:ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 260601 OF DEDUCTIONS AND ASSESSMENT OF TAX
~
i
FUIRRISBURG PA 17128-06D1 ~
~
l... i ~, _..
REV-1547 EX AFP (01-09)
~~~9 ~~~ ~ f P~ ~2: ' ~ DATE 03-23-2009
ESTATE OF WORRALL RICHARD J
DATE OF DEATH 02-24-2008
CL~~~ Jr
FILE NUMBER 21 08-0227
r
)
r1T
~
~~'~
t
U
Q~
`I
' ~
COUNTY CUMBERLAND
P~
' `
~~ ~
THOMAS E FLOWER ~("
. _% .
_
ACN 101
SAIDIS ETAL APPEAL DATE: 05-22-2009
2 0 9 MARKET S T (See reverse side under Objections )
CAMP HILL PA 17011 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 PORTION 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 WORRALL RICHARD J FILE N0. 21 08-0227 ACN 101 DATE 03-23-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAI SED VALUE OF RETURN BASED ON: SUPPLEMENTAL RET URN N0. O1
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2)_ 10.000.00 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) C5) 550.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (g) 10,550.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions CI1) .OD
12. Net Value of Tax Return (12) 10,550.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .D 0
14. Net Value of Estate Subject to Tax (14) 2,081,699.12
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) 980,849.56 X 12 _ 117,701.95
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 1,100,849.56 X 15 __ 165,127.43
19. Principal Tax Due (19)= 282,829.38
TAX CRFTITTS.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-16-2008 CD009738 14,052.63 267,000.00
08-26-2008 CD010198 .00 352.50
10-22-2008 CD010442 .00 1,424.25
TOTAL TAX CREDIT 282,829.38
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 REpUIRED.
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.)