HomeMy WebLinkAbout05-15-09COMMONWEALTH OF PENNSYLVANIA
_ - - DEPARTMENT OF REVENUE
,'_ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES" ~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~--- ~ OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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DAVID PHELPS
5102 STAPLEHURST LN
WOODSTOCK GA 30189
REY-1547 EX AFP (01-09)
DATE 05-11-2009
ESTATE OF PHELPS LAURA A
DATE OF DEATH 05-16-2007
FILE NUMBER 21 07-0527
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-10-2009
(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 _ --) R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS f- _ _______________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PHELPS LAURA A FILE N0. 21 07-0527 ACN 101 DATE 05-11-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,~~ 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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) .00
APPROVED DEDUCTIONS AND EXEMPTIONS: 20,056.40
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 0.086.40
20,056.40-
12. Net Value of Tax Return C1P)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .I) (13)
486,253.02
14. Net Value of Estate Subject to Tax C14)
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 486, 253.02 X 045 = 21 , 881.39
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19 Principal Tax Due C19)= 21 , 881.39
.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-14-2007 (0008540 821.21 15,603.00
09-25-2008 (0010328 230.66- 5,687.84
10-14-2008 (0010423 1.95- 30.84
05-04-2009 REFUND .00 28.89-
TOTAL TAX CREDIT 21,881.39
BALANCE OF 7'AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, 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.)