HomeMy WebLinkAbout04-24-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '-p PPRY1I,S,EMENT,- ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~r~pF DEDWCTl~N$ AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ~ ;v REV-1547 EX AFP CO1-09)
DATE 04-20-2009
~~~~ P~ ~~~} ~~~ ~?; I + ESTATE OF KRAMER GEORGIANN K
DATE OF DEATH 09-09-2008
~~ r1~. ~~.. FILE NUMBER 21 08-1233
'~ r ~ ~~ n , n COUNTY CUMBERLAND
ROBERT L OBRIEN ESQ ~'~' ter' `~ ~ ~rUlll- ACN 101
OBRIEN ETAL C~''° ~ ~.'., ~,~ APPEAL DATE: 06-19-2009
19 W SOUTH ST (See reverse side under Objections)
CARLISLE PA 17013 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 ~ _ _______________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KRAMER GEORGIANN K FILE N0. 21 08-1233 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) (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) C3) .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) (5) 1.4 03.41
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets (g) 1,403.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
700.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 700 _ 00
12. Net Value of Tax Return (12) 703.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (lG) 703.41
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 _ •QQ
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 703.41 X 045 = 31 .65
17. Amount of Line 14 at Sibling rate (17) .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)= 31.65
TAY PDCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-10-2008 CD010623 .00 31.65
TOTAL TAX CREDIT 31.65
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 S1, NO PAYMENT IS REpUIRED.
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.)