HomeMy WebLinkAbout05-08-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ELYSE E ROGERS
KEEPER ETAL
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~- -J NOTICE OF INHERITANCE TAX
APPRAISEM~NT, ALLOWANCE OR DISALLOWANCE
_ _ __ pF DEDUCTIONS AND ASSESSMENT OF TAX
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635 N 12TH ST STE 400
LEMOYNE PA 17043
REV-1547 EX AFP (01-09)
DATE 05-04-2009
ESTATE OF HOWE DAVID G
DATE OF DEATH 03-20-2008
FILE NUMBER 21 08-0358
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-03-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P,4 17013
CUT ALONG THIS LINE ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _ ______________
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF HOWE DAVID G FILE N0. 21 08-0358 ACN 101 DATE 05-04-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
M:ESEN;yATiON 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:
cl) 22"e:, 000.00 NOTE: To insure proper
(2) 8.111 , 340.71 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 75 , 791 .89
c6) .00
c7) 943,446.41
cB) 9,352,579.01
493,,204.75
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.1_5 8.D69.51
11. Total Deductions X11) 3.651 74.76
12. Net Value of Tax Return c12) 5, 701, 304.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ,I) C13) 1,4 25,44 3.6 3
14. Net Value of Estate Subject to Tax
c14) 4,275,861.12
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 f DCIIT TC.
c15) • 00 X OD _ .00
c16) • 00 X 045 _ . 00
c17) 4,095,37i'.05 X 12 _ 491,445.25
C18) 180,484.07 X 15 _ 27,072.61
c19)= 518,517.86
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
06-12-2008 CD009878 25,925.89 494,603.00
TOTAL TAX CREDIT 520,528.89
BALANCE OF TAX DUE 2,011.03CR
INTEREST AND PEN. .00
TOTAL DUE 2,011.03CR
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)