HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ,..n~, ~-;-, , NOZ.,I,CE OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~-, A'F~'~'~'IS,L_`MENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 .J 0~ p,EDU[;TIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 f I.j ~ v~ _~ _ ~°--
?~~9 APR 13 AID 10~ 57
GLEi~,K Gf=
ALFRED L WHITCOMB QF~~'~u~P ~,~ ~~~ Pry
WHITCOMB TAX SERVI,~ ~ ~~
43 W MAIN ST
MECHANICSBURG PA 17055
REV-1547 EX AFP CO1-09)
cl) .00
c2) 76,551.00
c3) .00
c4) .00
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PAYNE CHARLES T FILE N0. 21 07-0286 ACN 101 DATE 04-13-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12.
13.
14.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5) 24,163.00
c6) 4, 150.00
cn .00
c8) 104,864.00
.00
C9)
clo) .00
cll) _ nn
Net Value of Tax Return C12) 104,864.00
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
Net Value of Estate Subject to Tax C14) 104,864.00
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 DCnTTC.
DATE 04-13-2009
ESTATE OF PAYNE CHARLES T
DATE OF DEATH 12-27-2006
FILE NUMBER 21 07-0286
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-12-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
c15) 104,864.00 X 00 _ .00
c16) • 00 X 045 _ . 00
cln .00 X 12 _ .00
cie) .00 X 15 _ .00
c19)= .00
PAYMENT
DATE RECEIPT
NUMBER D SCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-24-2007 CD007943 .00 68.74
TOTAL TAX CREDIT 68.74
BALANCE OF TAX DUE 68.74CR
INTEREST AND PEN. .00
TOTAL DUE 68.74CR ~
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, 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.)