HomeMy WebLinkAbout05-04-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.,-~ _
_._.. __ NOTICE `OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _r,pppggISEM~M~T,~ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -- ~~"~'OF- DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REY-1547 EX AFP (01-09)
Z~O~ ~`~A~ '~ ~~ ~~' ~ ~ DATE 04-27-2009
ESTATE OF ST,AMY MARY F
C~E;=;'~~ (~!; DATE OF DEATH 03-04-2008
~~rf~,`{r~'~ !~;~~! I ~T FILE NUMBER 21 08-0341
C~F°r _- {~'~_~~ Q,l=\ COUNTY CUMBERLAND
HAMILTON C DAVIS ACN 101
SULLINGER-DAVIS APPEAL DATE: 06-26-2009
PO BOX 40 (See reverse side under Objections)
SHIPPENSBURG PA 17257 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 ~-
REY-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STAMY MARY F FILE N0. 21 08-0341 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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
C1) 1,008,544.00 NOTE: To insure proper
C2) .00 credit to your account,
C3) 00 submit the upper portion
of this form with your
(4) .00 tax payment.
t5) 25,330.34
c6) 41 , 088.80
~7) .00
ce) 1,074,963.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
38,323.50
C9)
C10) 2,703.59
(11) 41.027.09
C12) 1,033,936.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
C13) • 00
c14) 1,033,936.05
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 C16) 1,033,936.05 X 045= 46,527.12
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)= 46,527.12
TAY f QCTITTC.
PA MENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-03-2008 CD010587 .00 46,527.12
TOTAL TAX CREDIT 46,527.12
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DIIE .00
1
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED A.S A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)