HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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r r~ .-~ { ..' j{~~- +yOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 7CPPRASS@MENT, ALLOWANCE OR DISALLOWANCE
INHEYtITANCE TAX DIVISION ~,, ,_ , Dfi' DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ;'~'. !,;~'.~, '-
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
~~~~ ~~~ ~ 3 ~~ ~~~ ~$ DATE 04-13-2009
ESTATE OF WOLFORD NETTIE G
- DATE OF DEATH 05-15-2008
Cil-G~i~`~-r, FILE NUMBER 21 08-0664
p~P~ ~,~~~ "`~l,~j~~ COUNTY CUMBERLAND
ROBERT G FREY CUR.1 _ '-' '~" ACN 101
FREY 8~ TILEY APPEAL DATE: 06-12-2009
5 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YDUR RECORDS ~ _ _______________
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOLFORD NETTIE G FILE N0. 21 08-0664 ACN 101 DATE 04-13-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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) ,00 credit to your account,
.DO submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 90,025.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 13,301.00
B. Total Assets fig) 103, 326.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 6,221.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 6.777 _ DO
12. Net Value of Tax Return (12) 97, 105.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 9,710.50
14. Net Value of Estate Subject to Tax C14) 87,394.50
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:
00
00
. 00
15. Amount of Line 14 at Spousal rate C15) • X =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 87,394.50 X 045 = 3,932.75
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due c19)= 3, 932.75
1 AA ~. R L 1 1 J"
PAYMENT
DATE
REC IPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-21-2008 (0010549 .00 371.00
INTEREST IS CHARGED THROUGH 04-28-2009 TOTAL TAX CREDIT 371.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 3,561.75
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 35.13
TOTAL DUE 3,596.88
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1Q0 EX (688)
. " INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Nettie G. Wolford 2108-0664
REVIEWED BY ACN 101
Sheila Megonnell
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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