HomeMy WebLinkAbout04-24-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~;-, -~, ,•.-NO-T•ICE~OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ApF!RAISE~IENYv ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ;":6F DEDl10TLONS AND ASSESSMENT OF TAX
PO BOX 280681 _ .., .~~ _~ _ _.
HARRISBURG PA 17128-0601
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ROGER M MORGENTHAL `,'^ ~..'' . ~A
SMIGEL ETAL
4431 N FRONT ST 3RD F
HBG PA 17110
DATE 04-20-2009
ESTATE OF JOHNSON CHARLES A
DATE OF DEATH 08-11-2008
FILE NUMBER 21 08-0871
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 4-~ _ _______________
REV-1547 EX AFP (01-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF JOHNSON CHARLES A FILE N0. 21 08-0871 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 AND SUPPLEMENTAL RETURN NO. O1
1. Real Estate (Schedule A) C1) 121,500.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 36 2,31 8.55
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 483,818.55
APPROVED DEDUCTIONS AND EXEMPTIONS: 15,076.34
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.038.24
11. Total Deductions (11) 17.114.58
466,703.97
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13)
ct to Tax
S
bj
f E
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V
l C14) 466,703.97
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Net
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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) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 466,703.97 X 045 = 21,001.68
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 1 5 = .00
Principal Tax Due
19 (lq). 21,001.68
.
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~~ PAYMENT
DATE R CE PT
NUMBER DISCOUNT C+
INTEREST/PEN PAID C-) AMOUNT PAID
10-28-2008 (0010477 960.53 18,250.00
03-13-2009 (0010992 .00 1,828.23
04-13-2009 REFUND .00 37.08-
TOTAL TAX CREDIT 21,001.68
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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)