HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ~ r"- ~ ~ C-~-, ^.r° NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TA~S i ~/~~pRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ - _ OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~,~, i~,1 ~~ .,..
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
~~~~ Q~~ ~ ~ Q~'~: 57 DATE 04-13-2009
ESTATE OF POLLOCK MARGARET L
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ROBERT L KK~~~~S'4: ,;C' ,,'I.j,, pA
KNUPP LAW OFCS
PO BOX 630
HBG PA 17108
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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF POLLOCK MARGARET L FILE N0. 21 08-0113 ACN 101 DATE 04-13-2009
TAX RETURN WAS: (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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
(1)
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c2) .00
C3) .00
c4) .00
C5) 3 , 811 .53
c6) .00
c7) .00
C8) 3,811.53
151,842.72
C9)
Clo) .00
(11) 1~i1 .R42.72
c12) 148, 031 . 19-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Sub3ect to Tax (14) 148, 031 . 19-
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 (15) •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) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due C19)= .00
rex rocnrTC.
PAYMENT
DATE RECEIPT
NUMBER D SCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, 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.)
DATE OF DEATH 07-19-2005
FILE NUMBER 21 08-0113
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-12-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: