HomeMy WebLinkAbout05-04-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
SUSAN J HARTMAN
DUNCAN & HARTMAN
1 IRVINE ROW
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ NOTICE OF INHERITANCE TAX
_- "/CPPRAiS~MENT, ALLOWANCE OR DISALLOWANCE
-- - ~- BF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1547 EX AFP CO1-09)
?~~~ ~ir~l~ _~ ~~~ 1~' ~ j DATE 04-27-2009
ESTATE OF HENRY ARLENE B
CLr ~-,, il.'" DATE OF DEATH 06-30-2008
O~~Fr~%•~;i`~'~ ~flO~T FILE NUMBER 21 08-0771
('I ~R' `~ ,"' ~a, COUNTY CUMBERLAND
,, ( _. ACN 101
APPEAL DATE: 06-26-2009
(See reverse side under Objections)
PA 17013 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 ~ --------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HENRY ARLENE B FILE N0. 21 08-0771 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 A) C1) 54,4 30.4 2 NOTE: 7o insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 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) C5) 2,250.00
6. Jointly Owned Property (Schedule F) (6) 15, 994.72
7. Transfers (Schedule G) (7) .00
8. Total Assets fig) 72, 675.14
APPROYED DEDUCTIONS AND EXEMPTIONS: 4,898.41
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10,4 04.89
11. Total Deductions C11) 15.303.30
12. Net Value of Tax Return C12) 57,371.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 57,371.84
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)
16. Amount of Line 14 taxable at Lineal/Class A rate C16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAY rRFi1TTS
.00 X
57,371..84 X
.00 X
.00 X
00 _ .00
045_ 2,581.73
12 _ .00
15 _ .00
c19)= 2,581.73
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT F~AID
12-08-2008 CD010613 .00 2,581.73
TOTAL TAX CREDIT 2,581.73
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 #~1, 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.)