HomeMy WebLinkAbout05-04-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-: •.-NATICE,_OF,INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPftAISEMEkT~,.'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 Q.~~DEDUCTlONS AND-ASSESSMENT OF TAX "
HARRISBURG PA 17128-0601 "' REV-1547 EX AFP (01-09)
2009 ~~Y -~ P~9 !~; TE 04-13-2009
TATE OF BRYMESSER HELEN M
DATE OF DEATH 02-19-2008
C~~F<, ~~~~ FILE NUMBER 21 08-0189
ORP~~~`,'` `~`~:~URT COUNTY CUMBERLAND
MICHAEL A SCHERER ESQ (;~~~~(' ``~ i"''"; '~r~ACN 101
OBRIEN ETAL APPEAL DATE: 06-12-2009
19 W SOUTH S T (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 --I RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRYMESSER HELEN M FILE N0. 21 08-0189 ACN 101 DATE 04-13-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
C1) .00 NOTE: To insure proper
(2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
(5) 603.167.74
(6) .00
(7) .00
($) 603, 167.74
48,472.24
C9)
(l0) 5.630.05
(11) X4.102.29
12. Net Value of Tax Return (12) 549,065.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 484,065.4 5
14. Net Value of Estate Subject to Tax (14) 65, 000.00
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 C`QCTTTC.
(16) .00 X 045 _ .00
(ln • 00 X 12 _ . 00
(18) 65, 000.00 X 15 _ 9, 750.00
(19)= 9,750.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-16-2008 (0009733 487.50 11,250.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 11,737.50
BALANCE OF TAX DUE 1,987.50CR
INTEREST AND PEN. .00 ~
TOTAL DUE 1,987.50CR
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)