HomeMy WebLinkAbout04-24-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r I~~i~ !~~' -iN~TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A~p~~IS,EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601
_ _: iOF,,D~D~lCT-IONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
~~~~ ~l~l L4 ~~l ~~: ( ( DATE 04-20-2009
ESTATE OF POTTEIGER ELIZABETH M
u~ Try!,; r~,(. DATE OF DEATH 08-27-2008
~+ r, r,~~~ t`i'1! ;RT FILE NUMBER 21 08-0905
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C(;~, ~^ ~. ,,~ p~ COUNTY CUMBERLAND
JILL M WINEKA,ES Q ~ ACN 101
1719 N FRONT ST APPEAL DATE: 06-19-2009
H B G P A 1710 2 (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 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 POTTEIGER ELIZABETH M FILE NO. 21 08-0905 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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C)
(3)
.00 submit the upper portion
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) 8.912.77
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 8,912.77
APPROVED DEDUCTIONS AND EXEMPTIONS: 6,743.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
(lo) 23.23
(11) 6.766.2;
(12) 2, 146.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 2, 146.54
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 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 2, 146.54 X 045 = 96.59
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 96.59
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-30-2008 CD010473 4.83 96.59
TOTAL TAX CREDIT 101.42
BALANCE OF TAX DUE 4.83CR
INTEREST AND PEN. .00
TOTAL DUE 4.83CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, 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.)