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HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA ,r; _ DEPARTMENT OF REVENUE ., i~NbT~:I2E OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES f:gpRRA1~SEME,NT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION ~--- y -~ pf+ DE'DUCT'IONS AND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 *~ REV-1547 EX AFP (01-09) `~~~ ~~f1 ~ ~ ~!"i ~U~ ~~ DATE 04-13-2009 ESTATE OF SATCHELL WINIFRED T ~LECK(1~ DATE OF DEATH 03-24-2008 ©~'"~'i~~`ij v~~)~T FILE NUMBER 21 08-0899 CU' `~^'~_, ~~'(1 ~l D~ COUNTY CUMBERLAND VICKI L STIRKEY ~ ACN 101 1508 SPRING RD APPEAL DATE: 06-12-2009 CARL I SL E PA 17 013 (See reverse side under Objections) A~ount 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 ~ ------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SATCHELL WINIFRED T FILE N0. 21 08-0899 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) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,424.00 6. Jointly Owned Property (Schedule F) C6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (g) 1,424.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 1,755 .00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.728 .00 11. Total Deductions (11) 3.483.On 12. Net Value of Tax Return (12) 2,059.00- 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 2,059.00- 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 C15) •00 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 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER 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 Si, 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.)