HomeMy WebLinkAbout05-08-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
EDWARD L SCHORPP ESq
35 S THRUSH DR
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE-'OF bNHERITANCE TAX
gPPRAISEM~NT,'ALLOWANCE OR DISALLOWANCE
OFUEDU,CTION'S AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
~~~~ ~~~ j -~j ~~`~ ~~: ~ ~ATE 0!i-04-2009
ESTATE OF AVERY MARY W
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~ -~ , ,,_ DATE OF DEATH 06-16-2008
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I~~iN' FILE NUMBER 2:L 08-0742
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J COUNTY CUMBERLAND
'; P~~ ACN 101
CARLISLE PA 17015-7652
APPEAL DATE: 07-03-2009
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND 1:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -) RETAIN LOWER PORTION FOR YDUR RECORDS t-~ --------------
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REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF AVERY MARY W FILE N0. 21 08-0742 AI: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)
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
(1) .00 NOTE: To insure proper
(2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) . DO tax payment.
cs) 3,412.49
c6) 13, 094.91
cn 401,824.08
cB) 57,331.48
APPROVED DEDUCTIONS AND EXEMPTIONS:
3,913.69
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.699.78
11. Total Deductions (11) 7.613.47
12. Net Value of Tax Return (12) 49,718.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 49,718.01
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 assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate I15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 49,718.01 X 045 = 2,237.31
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 (19)= 2,237.31
rex r~ rnrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-28-2008 CD010208 94.74 1,800.00
12-16-2008 CD010651 .00 342.58
TOTAL TAX CREDIT 2,237.32
BALANCE OF 7'AX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED i4S A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)