HomeMy WebLinkAbout05-04-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,, .. ,•.
- NO~I6E OF•INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ' -'ARPRAISEMENS, ~1L'LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "DF` CI$DWCTI,ONS .AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ~ REV-1547 EX AFP CO1-09)
~~~~ ~i~~ _~ ~~;~ ~~: ~ ~ DATE 04-27-2009
ESTATE OF WILKINSON RUBY B
DATE OF DEATH 08-16-2008
C~ ~~"~`~ {•~^ FILE NUMBER 21 08-0865
ORr t~r"'rv ~, ~l~' ~i11- COUNTY CUMBERLAND
FREY AND TILEY CU°" r_^~ _' '~ ^ . ~r=, ACN 101
ROBERT G FREY APPEAL DATE: 06-26-2009
5 S HANOVER ST (See reverse side under Objections)
CARLISLE 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 t--~ --------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILKINSON RUBY B FILE N0. 21 08-0865 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)
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
~1) 134,000.00 NOTE: To insure proper
C2) .00 credit to your account,
.00 submit the upper portion
C3) of this form with your
~4) .00 tax payment.
c5) 15,893.00
c6) .00
~7) 234,726.00
ce) 384,619.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
31,905.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 31 .905.00
12. Net Value of Tax Return (12) 352,714.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 352,714.00
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 f DCIITTC.
C15) .00 X
c16) 352,714.00 X
c17) • 00 x
C18)
00 _ .oo
045_ 15,872.00
12 _ .DO
15 _ .00
c19)= 15,872.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
12-04-2008 CD010595 .00 15,872.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DIIE
.00 X
15,872.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED p,S A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)