HomeMy WebLinkAbout04-13-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISIDN
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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,. ,- ,~-~r-" ~ j~FQ~fICE~. liF INHERITANCE TAX
- - AP~RAI~~M,E,NT,:'ALLOWANCE OR DISALLOWANCE
r~+ ~-~++D~TIIU~~I0t1S AND ASSESSMENT OF TAX
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WILLIAM P DOUGLAS ESQ C~u~,;"+~.'_~~~, ; ~`''~ `'"„ '~
DOUGLAS LAW OFFICE
43 W SOUTH ST
CARLISLE PA 17013
REV-1547 EX AFP (01-09)
DATE 04-06-2009
ESTATE OF BERG ELEANOR R
DATE OF DEATH 02-13-2008
FILE NUMBER 21 08-0238
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-05-2009
(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 ~ --------------
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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 BERG ELEANOR R FILE N0. 21 08-0238 ACN 101 DATE 04-06-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: 2 SUPPLEMENTAL
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.
~$) 51 , 760 .81
APPROVED DEDUCTIONS AND EXEMPTIONS:
.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) -~~
12. Net Value of Tax Return (12)
51,760.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 2,755,534.33
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
rex rornrrc.
(15) .00 X
c16) 2,755,534.33 X
c17) • 00 x
C18) .00 X
00 _ .00
045_ 124,000.00
12 = .00
15 .00
c19)= 124, 000.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
*** SUMMARY 0 ALL 05 PAYMENTS **
03-30-2009 6,083.47 117,919.37
RETURNS O1 AND 02
cl) .00
~2) 35 , 877.11
c3) .00
c4) .00
c5) 15,883.70
c6) .00
~7) .00
TOTAL TAX CREDIT 124,000.00
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 O1, 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.)