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HomeMy WebLinkAbout05-04-09BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 PENNEY A NOSS 317 S ENOLA DR ENOLA COMMONWEALTH OF PENNSYLVANIA I]EPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX `Q~P,RAISEMENT, ALLOWANCE OR DISALLOWANCE ' " ~' "~' `O'F 'DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP CO1-09) ~it~9 ~1~~ -~} P11 ~~• ~ ~ DATE 04-27-2009 ESTATE OF BREWBAKER SR CHARLES N `~" '*' DATE OF DEATH 03-04-2008 (LEI .r,~ O~~t~ ,~ ~ ~,T FILE NUMBER 21 08-0265 CI~C~'r a~ .; f \~ P~;, COUNTY CUMBERLAND ACN 101 APPEAL DATE: 06-26-2009 PA 17025 (See reverse sine under Objections) 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 PORTION 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 BREWBAKER SR CHARLES N FILE N0. 21 08-0265 ACN 101 DATE 04-27-2009 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A3 C1) .0 0 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) C2) ,OQ credit to your account, 00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) C3) • 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) 34,626.4 3 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets Ce) 34,626.43 APPROVED DEDUCTIONS AND EXEMPTIONS: 8,293.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00 11. Total Deductions (11) g•29;-DD 26,333.43 12. Net Value of Tax Return (12) .00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 26,333.43 14. Net Value of Estate Subject to Tax (14) 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 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAY /`DCTTTC. c15) 26,333.73 X 00 = .00 c16) .00 X 045 _ .00 cln .00 X 12 = .00 clB) .00 X 15 = .00 c19)= .00 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE DF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DIJE .00 ^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN l~1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED E1S A "CREDIT" CCR), YOU MAY BE DU A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)