Loading...
HomeMy WebLinkAbout05-04-09BUREAU OF INDIVIDUAL TAXES INHE~tITANCE TAX DIYISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE _,. - ---- - - N.QTI~E-OF 3NHERITANCE TAX '-:,~ApP~RAISEMENT, ALLOWANCE OR DISALLOWANCE `OF~pEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (01-09) Z~~9 ~~Y _4 ~~ `a: J2 DATE 04-27-2009 ESTATE OF REEDINGER HELEN R DATE OF DEATH 10-14-2008 T FILE NUMBER 21 08-1238 ORFNw=."" ~= '•-`~~~~' COUNTY CUMBERLAND CAROLYN L WOLFE (~{~~ "'~-'' ~ - , ~ + ACN 101 201 WARRENDALE ROAD APPEAL DATE: 06-26-2009 MARS PA 16046 (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 REEDINGER HELEN R FILE N0. 21 08-1238 ACN 101 DATE 04-27-2009 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) C2) •00 credit to your account, submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) •00 of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 6. Jointly Owned Property (Schedule F) (6) 13, 729 .23 7. Transfers (Schedule G) (7) .0 0 8. Total Assets (g) 13, 729.23 APPROVED DEDUCTIONS AND EXEMPTIONS: 3,681.93 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 197.65 11. Total Deductions (11) 3.879 _ 58 9,849.65 12. Net Value of Tax Return C12) .00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 9,849.65 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: •00 00 .0 0 15. Amount of Line 14 at Spousal rate (15) X = 16. Amount of Line 14 taxable at Lineal/Class A rate (16) • 00 X 045 = . 00 17. Amount of Line 14 at Sibling rate (17) 9,849.65 X 12 = 1,181.96 18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00 19. Principal Tax Due (19)= 1,181.96 TAY CR FIITTS PAYMENT DATE RECEIPT NUMBER DISCOUN (+) INTEREST/PEN PAID (-) AMOUNT F'AID 12-11-2008 CD010629 59.10 1,122.86 TOTAL TAX CREDIT 1,181.96 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, NO PAYMENT IS REpUIRED. 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.)