HomeMy WebLinkAbout05-08-09 (7)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'~ NO'TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ AppRAIS~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -~ OP DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
~L':1~ ~en'~ '~ f"~"'; ~~I ~ y DATE 0.5-04-2009
ESTATE OF ADAMS BETTY
~~_~';(i;' DATE OF DEATH OL-23-2008
~C,,~;_r,- ~'~ ~~,;~T FILE NUMBER 21 08-0107
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~~ ~' '' p," COUNTY CUUMBERLAND
ROBERT G FREY ACN liDl
FREY & TILEY APPEAL DATE: 07-03-2009
5 S H A N O V E R S T (See reverse side under Objections
CARLISLE PA 17013 Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND 1;0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS t-- _ ______________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF ADAMS BETTY FILE N0. 21 08-0107 ACN 101 DATE 05-04-2009
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) (1) 174,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
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) 11.8 62.0 0
6. Jointly Owned Property (Schedule F) (6) 22,237.00
7. Transfers (Schedule G) (7) 55, 344.00
e. Total Assets (e) 263,443.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 48,,278.00
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 48.?78.00
12. Net Value of Tax Return C12) 215, 165.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .I) (13) .00
14. Net Value of Estate Subject to Tax (14) 215, 165.00
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 assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 215,16Fi.00 X 045 _ 9,682.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due (19)= 9,682.00
Tex ro~nrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
04-22-2008 CD009595 484.10 9,664.58
04-25-2008 CD009624 .00 12.77
TOTAL TAX CREDIT 10,161.45
BALANCE OF T.AX DUE 479.45CR
INTEREST ANII PEN. .00
TOTAL DUE 479.45CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, 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.)