HomeMy WebLinkAbout05-08-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2806D1
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-ENO-TICS OF INHERITANCE TAX
ARPRAI~EMENT, ALLOWANCE OR DISALLOWANCE
OF` D~DUCTIbNS AND ASSESSMENT OF TAX
~; L.c ~ ^. ., i
ARTHUR D HORNE
475 EUGENE DR
CHAMBERSBURG
PA 17202
REV-1547 EX AFP CO1-09)
DATE 05-04-2009
ESTATE OF HORNE JANICE L
DATE OF DEATH 03-07-2008
FILE NUMBER 21 08-0381
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, 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 HORNE JANICE L FILE N0. 21 08-0381 ACN 101 DATE 05-04-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 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) C5) 17.774.74
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
s. Total Assets (B) 17,774.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) 8,285.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 211.46
11. Total Deductions R 496 96
(11)
12. Net Value of Tax Return (12) 9,277.78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) (13) •00
14. Net Value of Estate Subject to Tax C14) 9,277.78
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 C16) 9, 27 i~ • 78 X 045 _ 417 .50
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) •DO X 15 _ .00
19. Principal Tax Due (19)= 417.50
TAY /`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
12-02-2008 CD010709 .00 417.50
TOTAL TAX CREDIT 417.50
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. j'~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR)r YOU MAY BE DlfE-'-']`1
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) /V/