HomeMy WebLinkAbout05-08-09 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPI2AISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
,~.• - DATE
ESTATE OF
~("i ~ ~ i ^ ~ ~~ { ~ ~' FDILE OF DEATH
COUNTY
^( - ; ACN
04-27-2009
ROTH NANCY S
12-19-2007
21 07-1159
Cumberland
101
REV-1547 EX (02-0E( PC
PATRICIA CAREY ZUCKER n~,r ~ ,
DALEY ETAL f?
1035 MUMMA RD STE 101 .,I ' ~-~`' Appeal Date: 06-26-2009
(See reverse side under Objections)
WORMLEYSBURG PA 17043 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE b RETAIN LOWER PORTION FOR YOUR RECORDS a
REV-1547 EX (02-08) PC NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROTH NANCY S FILE NO. 21 07-1159 ACN 101 DATE 04-27-2009
TAX RETURN WAS: (^) ACCEPTED AS FILED (®) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST -SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 153,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 0.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 0.00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) 0.00 of this form with your
5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E) (5) 11,355.02 tax payment.
6. Jointly Owned Property (Schedule F) (6) 0.00
7. Transfers (Schedule G) (7) 360,323.03
8. Total Assets (8) 524,678.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 27,846.54
10. DebtslMortgage Liabilities/Liens (Schedule I) (10) 3,432.17
11. Total Deductions (11) 31,278.71
12. Net Value of Tax Return (12) 493,399.34
13. CharitablelGovernmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0.00
14. Net Value of Estate Subject to Tax (14) 493,399.34
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflec t 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 taxable at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15)
(16)
(17)
(18)
0.00 X .00
493, 399.34 X .045
0.00 X .12
0.00 X .15
0.00
22,202.97
0.00
0.00
(19) 22,202.97
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID - AMOUNT PAID
03-17-2008 C D009421 1, 052.63 20, 000.00
09-19-2008 CD010289 0.00 943.20
INTEREST IS CHARGED THROUGH 05-12-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
' IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 21,995.83
BALANCE OF T'AX DUE 207.14
INTEREST 7.84
TOTAL DIJE 214.98
(IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
1
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
REVIEWED BY
Nancy S. Roth
Sheila Megonnell
INHERITANCE TAX
EX~ "_ANATION
OF CHANGES
2107-1159
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
H B_3 The claim for the family exemption has been disallowed. The claimant must be a spouse
or if no spouse, a parent or child living in the same household as the decedent as of the
date of death.
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