HomeMy WebLinkAbout05-04-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,N07ICE OF INHERITANCE TAX
• APPRAISEMENT,`ALLOWANCE OR DISALLOWANCE
-0 F`DEDUC,TIONS AND ASSESSMENT OF TAX
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JACQUELINE K COYLE C~M1 ^~ " (~'~~. ~Fi
1213 MALLARD RD
CAMP HILL PA 17011
REV-1547 EX AFP CO1-09)
DATE 05-04-2009
ESTATE OF LITTLE BETTE D
DATE OF DEATH 04-03-2008
FILE NUMBER 21 08-0459
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-03-2009
(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 !--" ______________
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LITTLE BETTE D FILE N0. 21 08-0459 ACN 101 DATE 05-04-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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
C1) .0 0 NOTE: To insure proper
C2) 4,833.66 credit to your account,
.00 submit the upper portion
(3) of this form with your
~4) .00 tax payment.
c5) 6,180.47
C6) .00
~7) 140,436.16
~$) 151, 450 .29
APPROVED DEDUCTIONS AND EXEMPTIONS: 5,752.18
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) ~.7~7.18
145,698.11
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13)
145,698.11
14. Net Value of Estate Subject to Tax ~l4)
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
C15) .00 X 00 = .00
c16) 145,698.11 X 045. 6,556.42
C17) .00 X 12 .00
C18) .00 X 15 .00
c19)= 6,556.42
, ,•...
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-24-2008 (0010701 .00 5,002.64
INTEREST IS CHARGED THROUGH 05-19-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 5,002.64
BALANCE OF TAX DUE 1,553.78
INTEREST AND PEN. 28.95
TOTAL DUE 1,582.73
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. 4
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.)
REV-t~70 EX (8-88) `
INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER 2108-0459
Bette D. Little
REVIEWED BY ACN
Anita McCully 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
F The value of these items was previously assessed on 05-27-2008 & 06-02-2008 under ACNs
08122465, 08122466 & 08124062.
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