HomeMy WebLinkAbout05-08-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
- - NpTiEE,OF INHERITANCE TAX
ARPRAISf~1~NT', ALLOWANCE OR DISALLOWANCE
QF DEDUCTI;ONS'AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
~~~9 ~~ _.~ ~€>} ~~; 2~ DATE 05-04-2009
ESTATE DF DIJM JOANN F
r~L~-;-;~r r~r DATE OF DEATH 04-02-2008
~~ '- I FILE NUMBER 2:L 08-0399
r~,~h . ~ r~~ ~i ~~T
i~' ~_ ~ - `~ ~"'' COUNTY CIMBERLAND
BARBARA SUMPLESULLIVAN ~~ ~ ~~ ACN 101
549 BRIDGE ST APPEAL DATE: 07-03-2009
NEW CUMBERLAND PA 17070 (See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND (:0 COURT HOUSE
CARLISLE, PA 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 DUM JOANN F FILE N0. 21 08-0399 A(;N 101 DATE 05-04-2009
TAX RETURN WAS: (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) 86,800.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 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) 4 7,94 2.11
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 134, 742.11
APPROVED DEDUCTIONS AND EXEMPTIONS:
19;061.59
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 100.337.51
11. Total Deductions (11) 119.99 10
12. Net Value of Tax Return C12) 15, 343. O1
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) (13) .00
14. Net Value of Estate Subject to Tax (ly) 15,343.01
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 DCiITTC.
(15)
.00 X
(16) 15,343.01 X
(17) • 00 X
(18)
.00 X
00 _ .00
045_ 690.43
12 _ .00
15 _ .00
(19)= 690.43
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT F'AID
12-31-2008 (0010723 .00 690.43
TOTAL TAX CREDIT 690.43
BALANCE OF TAX DUE .00
INTEREST ANI1 PEN. .00
TOTAL DIIE .00
* 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.)