HomeMy WebLinkAbout05-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES gppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r OF'~EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 - "
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JACQUELINE A KELLYr~~~'~` ~'"
JAN L BROWN & ASSOC
845 SIR THOMAS CT 12
HBG PA 17109
REV-1547 EX AFP (01-09>
DATE OFi-04-2009
ESTATE OF MAYS DAVID L
DATE OF DEATH 11.-01-2007
FILE NUMBER 2l. 08-0666
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 (:0 COURT HOUSE
CARLISLE, P~1 17013
CUT ALONG THIS LINE -- RETAIN LOWER PORTION FOR YOUR RECORDS •- --------------
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REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MAYS DAVID L FILE N0. 21 08-0666 A(;N 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) C1) .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) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 36,4 64.28
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 15,617.25
s. total assets ($) 52, 081 .53
APPROVED DEDUCTIONS AND EXEMPTIONS:
.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 52, 081 .53
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .I) (13) .00
14. Net Value of Estate Subject to Tax (14) 52, 081 .53
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 (15) 47,081..53 X OD _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 .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) 5,000.00 X 15 _ 750.00
19. Principal Tax Due (lq)= 750.00
TAY CRFITTTC•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT F'AID
07-29-2008 (0010073 .00 750.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 750.00
BALANCE OF TAX DUE .00
INTEREST ANI) PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. f
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)