HomeMy WebLinkAbout05-08-09COMMONWEALTH 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 . ~.t_a _; ; ' ,; _ ~.
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
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WILLIAM L GRUBB~~Q ~,
3903 GETTYSBURG RD
CAMP HILL PA 17011
DATE 05-04-2009
ESTATE OF MATTER GLADYS P
DATE OF DEATH 03-17-2008
FILE NUMBER 21 08-0363
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 I~0 COURT HOUSE
CARLISLE, P,4 17013
CUT ALONG THIS LINE ---- -- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS (- _ __________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF MATTER GLADYS P FILE N0. 21 08-0363 ACN 101 DATE 05-04-2009
TAX RETURN WAS: (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)
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
cl) .OD
t2) .00
c3) .00
c4) . DD
c5) 2 , 129.67
c6) 14,537.29
c7) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
APPROVED DEDUCTIONS AND EXEMPTIONS:
~$) 16, 666.96
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule
H) 2;,228.02
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 325 .33
11. Total Deductions C11) ~.5~+ .3F;
12. Net Value of Tax Return (12) 14, 113.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,I) (13) .00
14. Net Value of Estate Subject to Tax C14) 14, 113.61
NOTE: If an assessment was issued previously, l ines 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) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 14, 113.61 X 045 _ 635.11
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 C19)= 635.11
TAY rD CiITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
12-15-2008 CD010648 .00 35.11
_~~~"~~-~, io ~-n,+rt~~u inrtuuvn U7-lY-LUUY TUTAL TAX CREDIT 35.11
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF T.AX DUE 600.00
REVERSE SIDE OF THIS FORM INTEREST ANU PEN. 13.04
TOTAL DUE 613.04
~ 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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)