HomeMy WebLinkAbout04-24-09COMMONWEALTH OF PENNSYLVANIA
_ _ DEPARTMENT OF REVENUE
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' f~, i'' F' yO~ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -, ~ APPR•AIS~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ' ~~`-' ' .-. _ OFD DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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WILLIAM E MILLER
MILLER 8~ ASSCS
1822 MRKT ST
CAMP HILL PA 17011-4824
REV-1547 EX AFP (01-09)
DATE 04-20-2009
ESTATE OF DIPPLE III WALTER L
DATE OF DEATH 03-07-2008
FILE NUMBER 21 08-0292
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-19-2009
(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 ALON_6 THIS LINE _ ~- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS H _ _______________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DIPPLE III WALTER L FILE N0. 21 08-0292 ACN 101 DATE 04-20-2009
TAX RETURN WAS: C 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
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
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
00 submit the upper portion
(3) . of this form with your
C4) .00 tax payment.
c5) 6 , 376.63
Cs) 5,361.22
C7) 117,646.66
CB) 129,384.51
12,472.66
C9)
C10) 2.498.58
C11) 14.971 _?4
C12) 114,413.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 114,413.27
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
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X
17. Amount of Line 14 at Sibling rate C17) 50,228.72 X
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 64,184.55 X
19. Principal Tax Due
rex rQrnrre.
00 _ .00
045 _ .00
12 _ 6,027.45
15 _ 9,627.68
C19)= 15,655.13
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-08-2008 CD010608 .00 6,027.45
12-08-2008 CD010609 .00 9,627.68
04-13-2009 SBADJUST .00 3.01
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 15,655.13
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)