HomeMy WebLinkAbout05-04-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
PENNIE A BOHL
500 PARK AVE
NEW CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
..NOTICE,DF INHERITANCE TAX
".;','~IK~PRAISEMEN7, ALLOWANCE OR DISALLOWANCE
'-` Of DEDUCTIONS AND ASSESSMENT OF TAX
-- '- -- REV-1547 EX AFP CO1-09)
ZG~~ P~F~:Y '"~i PI"~ ~~ : ;~~ DATE 04-27-2009
ESTATE OF ROSS BETTE A
DATE OF DEATH 10-23-2008
C~~h+~ ~.,'" FILE NUMBER 21 08-1071
'~"~' ~'r`I~~T CUMBERLAND
ORPH~J:;°c ,> '':,•,.~. ~ , i COUNTY
~,,U~~,'r '_' 1.`„ ~r''~1 ACN 101
APPEAL DATE: 06-26-2009
PA 17 0 7 0 (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 ~-
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROSS BETTE A FILE N0. 21 08-1071 ACN 101 DATE 04-27-2009
TAX RETURN WAS: C 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
I1) .00 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.
I5) 10 , 748.65
c6) .00
I7) .00
Ce) 10,748.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
g,g71.90
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) S .871 _ 90
1 , 876.75
12. Net Value of Tax Return ~1P)
.0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
1,876.75
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
rwv rorn•rc.
C15) • 00 x
c16) 1,876.75 X
I17) • 00 x
(18)
00 _ .00
045_ 84.45
12 .00
15 _ .00
cly)= 84.45
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
12-05-2008 CD010599 4.22 84.45
TOTAL TAX CREDIT 88.67
BALANCE OF TAX DUE 4.22CR
INTEREST ANA PEN. .00
TOTAL DUE 4.22CR (`~
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
.00 X