HomeMy WebLinkAbout05-04-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
CHARLES E PETRIE
3528 BRISBAN ST
HBG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
--n%•^ - 'N,OTICE OF INHERITANCE TAX
~_`. ARPRAESEMENI`, ALLOWANCE OR DISALLOWANCE
OF'pEDWCTIpNS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
~~~~ ~i~~s~e _(~ t ii ~~; 3 ~ DATE 04-27-2009
ESTATE OF HARTER HELEN E
~~,_ DATE OF DEATH 06-15-2008
C~ r~t'` `~` FILE NUMBER 21 08-0688
r.. COUNTY CUMBERLAND
~~, ~`a:'._ r-- -, , +Jf~ ACN 101
APPEAL DATE: 06-26-2009
PA 17111 (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 H
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HARTER HELEN E FILE N0. 21 08-0688 ACN 101 DATE 04-27-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANI;ED
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) 105,230.49 NOTE: To insure proper
C2) .00 credit to your account,
00 submit the upper portion
C3) • of this form with your
C4) .00 tax payment.
C5) 30 , 148.43
c6) .00
C7) .00
C8) 135, 378.92
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,724.81
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 1.752.48
11. Total Deductions (11) 14.477.29
12. Net Value of Tax Return (12) 120,901.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .J) C13) .00
14. Net Value of Estate Subject to Tax C14) 120,901.63
NOTE: If an assessment was issued previously, l ines 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) 120,90]..63 X 045 = 5,440.57
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 C19)= 5,440.57
TAY rRF11TTSe
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-02-2008 CD010578 .00 5,440.57
TOTAL TAX CREDIT 5,440.57
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 1~1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED /1S A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)