HomeMy WebLinkAbout05-04-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- - --~-- --NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A`WPRAI'SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ ~•
OF..DEpUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 .. ._'L. _ ~
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
Z~Qg ~~Y '~4 P~ ~~~ 3 ~ DATE 04-27-2009
ESTATE OF BANKS ALICE
DATE OF DEATH 12-12-2007
C~-~~f~ r~'Y FILE NUMBER 21 08-0174
~~~~'~~~`~~' ~ ~'~~~~~)~T COUNTY CUMBERLAND
BERNARD BANKS CU~~'~' ~'..' '~~~~~ , Pr; ACN 101
313 FIARVIEW ST APPEAL DATE: 06-26-2009
CARL I SL E PA 17 015 (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 -'~ RETAIN LOWER PORTION FOR YOUR RECORDS E- --------------
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BANKS ALICE FILE N0. 21 08-0174 ACN 101 DATE 04-27-2009
TAX RETURN WAS: C 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,
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) (5) 12.355.91
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets fig) 12,355.91
APPROVED DEDUCTIONS AND EXEMPTIONS: 1,648.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 190.260.73
11. Total Deductions C11) 191 .908.73
12. Net Value of Tax Return (12) 179,552.82-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 179,552.82-
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) •0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 045 = .00
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 15 _ .00
19. Principal Tax Due C19)= .00
TAX CREDITS•
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX CREDIT .00
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.)