HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
., -Np,T--ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '_ _r~i /~p~AI$EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r' OF'DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 + ~ ~ _
HARRISBURG PA 17128-0601 ~~
REV-1547 EX AFP (01-09)
Z~Q~ A~~l ~ 3 A ~~~ ~j7 DATE 04-13-2009
ESTATE OF DEANGELO EDITH L
DATE OF DEATH 08-20-2008
C~~~;'~ r'i FILE NUMBER 21 08-0888
RPH,~,~J'~ 4;~?'RT COUNTY CUMBERLAND
EDMUND G MYERS ~~I' `~`-7 r; i_ ( i P~ ACN 101
JOHNSON ETAL APPEAL DATE: 06-12-2009
PO BoX 109 (See reverse side under Objections)
LEMOYNE PA 17043-0109 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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DEANGELO EDITH L FILE N0. 21 08-0888 ACN 101 DATE 04-13-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 125,039.52 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ' of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 134,04 9.40
6. Jointly Owned Property (Schedule F) (6) 25,823.07
7. Transfers (Schedule G) (7) 260,951.24
8. Total assets fig) 545,863.23
APPROVED DEDUCTIONS AND EXEMPTIONS:
23,760.86
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.38 2.54
11. Total Deductions (11) 26.143.40
519,719.83
12. Net Value of Tax Return C12)
00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Sch edule J) (13) .
83
519
719
14. Net Value of Estate Subject to Tax C14) ,
.
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 = .DO
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 519,719.83 X 045 = 23,387.39
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)= 23,387.39
TAY f_RFi1TTS~
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-19-2008 CD010540 1,169.37 22,218.02
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 23,387.39
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ~
( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)