HomeMy WebLinkAbout05-08-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'_NOTICE'OF INHERITANCE TAX
APPAAISEM,ENT,.ALLOWANCE OR DISALLOWANCE
- -'Of'DEDUCTIONS AND ASSESSMENT OF TAX
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TERRENCE J KERWIN
4245 RTE 209
ELIZABETHVILLE PA 17023
REV-1547 EX AFP (01-09)
DATE 04-27-2009
ESTATE OF FA,RNER SARA J
DATE OF DEATH 08-10-2008
FILE NUMBER 21 08-0847
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-26-2009
(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 ~--- 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 EARNER SARA J FILE N0. 21 08-0847 ACN 101 DATE 04-27-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHAN~~ED
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
C1) .00 NOTE: To insure proper
C2) •00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) • 00 tax payment.
c5) 38,979.30
c6) .00
n) 141,319.33
ca) 180,298.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
13,674 .60
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 13.674.60
12. Net Value of Tax Return (12) 166,624.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 166,624.03
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 assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) •0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 166,624.03 X 045 = 7,498.08
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due C19)= 7,498.08
TAX CRFT1TTSe
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
11-10-2008 CD010506 374.90 10,500.00
TOTAL TAX CREDIT 10,874.90
BALANCE OF TAX DUE 3,376.82CR
INTEREST AND PEN. .00
TOTAL DIIE 3, 376. 82CR 11
4
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)