HomeMy WebLinkAbout04-24-09 COMMONWEALTH OF PENNSYLVANIA
;_ ~~ ~ -; , ,~EPA~tTM~ENT OF REVENUE
NDYICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~gpP~q~c~M~NT,~ALLOWANCE OR DISALLOWANCE
INHERITANCE 7AX DIVISION
PO BOX 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 {~~~9 ~~•• (~ `` !! REV-1547 EX AFP CO1-09)
DATE 04-20-2009
,.,,, ESTATE OF BURNS WILLIAM T
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DATE OF DEATH 06-15-2008
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FILE NUMBER 21 08-0697
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COUNTY CUMBERLAND
THOMAS L WENGER ACN 101
WIX ETAL APPEAL DATE: 06-19-2009
PO BOX 845 (See reverse side under Objections)
HBG PA 17108 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 POR_TION_ FOR YOUR RECORDS ~-
REV-1547 EX AFP CO1-09~ _ _______________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BURNS WILLIAM T FILE N0. 21 08-0697 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
C1) .00 NOTE: To insure proper
(2) 290.101.39 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 27,525.78
c6) .00
c7) 477,327.77
Ce) 794,954.94
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
20,104.53
C9)
clo) 140.99
(11) 70.?4~_~
c12) 774,709.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax (14)
.00
774,709.42
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) 495,367.77 X 00 _ .00
16. Amount of Line 14 taxable at lineal/Class A rate (16) 279,341.65 X 045. 12,570.37
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 12,570.37
TAY PDCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-05-2008 CD010233 573.68 10,900.00
12-05-2008 CD010614 .00 1,096.70
TOTAL TAX CREDIT 12,570.38
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR n
r
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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.)