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HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES I ~i'',i`~f' ~~, r.r--;-,-NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION " -. - .~~ -A~PFaf~O.I,$EME'NT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 ! _ , HARRISBURG PA 17128-0601 !'~~~ r~' ~' '-- REV-1547 EX AFP CO1-09) ~~~~ ~~~ ~ 3 ~ ~Q~ ~j7 DATE 04-13-2009 ESTATE OF DUNN JUANITA R DATE OF DEATH 07-15-2005 CL~~?K rr FILE NUMBER 21 08-0176 Q~?~;-{,p?,!\; .~ l~u ~~T COUNTY CUMBERLAND CAMERON M DUNN C~' ~^ ' ~ , ~'; ~' ~~i . ~~ ACN 101 4305 MOTTER LN APPEAL DATE: 06-12-2009 CAMP H I L L PA 17 011 (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 t- -------------- ----------------------------------------------------------------------------- REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DUNN JUANITA R FILE N0. 21 08-0176 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 (1) c2) .00 c3) .00 c4) .00 c5) 134.83 c6) .00 cn .00 00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. C8) 134.83 APPROVED DEDUCTIONS AND EXEMPTIONS: 74.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions X11) 74.00 12. Net Value of Tax Return C12) 60.83 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00 14. Net Value of Estate Subject to Tax C14) 60.83 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 C15) 60.83 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) •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 (18) •00 X 15 _ .00 19. Principal Tax Due C19)= .00 rex racnTTC. PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) 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 C IF TDTAL 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.)