HomeMy WebLinkAbout05-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'`NOTiCE'IIF,'iNHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APP'RATSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DP D'EDUCTI~NS AND ASSESSMENT OF TAX
PO BOX 280601 _ ~ ~,
HARRISBURG PA 17128-0601 REY-1547 EX AFP CO1-09)
~f~~ ~~~'~ _~ ~~~ j~; L~DATE 05-04-2009
ESTATE OF CIJLBERTSON RICHARD N
DATE OF DEATH Oti-16-2008
^I r ~ ~' FILE NUMBER 2:L 08-0765
' I ~ ~ ` ' ;' I COUNTY CUMBERLAND
PATRICIA R BROWN ESQ ~~~ _~~. F/=, ACN 101
SALZMANN HUGHES APPEAL DATE: 07-03-2009
354 AL EXANDE R SPRING (See reverse side under Objections)
CARLISLE PA 17015 Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND 1;0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~1 RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
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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 CULBERTSON RICHARD N FILE N0. 21 08-0765 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) (1) .00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) .00
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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 9 0,214.40
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 53,573.27
8. Total Assets C8) 143, 787 .67
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,347.14
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,795.77
11. Total Deductions C11) 14.142.91
12. Net Value of Tax Return C12) 129,644.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 129,644.76
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) •00 X 00 _ .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 c18) 129,644.76 X 15 _ 19,446.71
19. Principal Tax Due c19)= 19,446.71
TAY !`QCTTTC •
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-19-2008 CD010663 .00 19,446.71
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 19,446.71
BALANCE OF 1'AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED ,4S A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)