HomeMy WebLinkAbout04-24-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,~.r~ -r., ,,._ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES !,1;, r ~-' ' ' ~ ---
INHERITANCE TAX DIVISION _ ~CWPRgI-$EMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 _ OFrDEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 '
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PO BOX 40
SHIPPENSBURG PA 17257-0040
HAMILTON C DA`~~+"~'~ ~ -~.ti
ZULLINGER DAVIS PC
DATE 04-20-2009
ESTATE OF REATH DORIS W
DATE OF DEATH 03-08-2008
FILE NUMBER 21 08-0343
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 ALONG THIS LINE _ ~ R_ETA_IN 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 REATH DORIS W FILE N0. 21 08-0343 ACN 101 DATE 04-20-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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.
12.
13.
14.
(1) .00 NOTE: To insure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
14) .00 tax payment.
15) 61 .453.21
16) .00
17) 10,090.21
18) 71,543.42
13,256.84
(9)
110) 4.959.67
Total Deductions 111) i S .77 6 _ r+l
Net Value of Tax Return 112) 53, 326.91
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
Net Value of Estate Subject to Tax
114) 53,326.91
NOTE: If an assessment was issued previously, 13nes 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
rex rRFnrre.
115) • 00 X 00 _ . 00
116) 53, 326.91 X 045 _ 2, 399.71
117) .00 X 12 _ .00
Lls) • DO X 15 _ .00
119)= 2, 399.71
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
12-05-2008 CD010605 .00 2,399.71
TOTAL TAX CREDIT 2,399.71
BALANCE OF TAX DUE .00
INTEREST. AND PEN. .00
TOTAL DUE .00 ~
`,
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, 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.)