HomeMy WebLinkAbout05-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - - APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ... _ ~- - ~'
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
Llr`~9~~~ _8 ~f'~`~~ 4~ DATE OFi-04-2009
ESTATE OF BF;ANDT EDNA E
(`~ DATE OF DEATH 08-06-2008
r,.~r,`i , ,~,, r~; J'~)`~ FILE NUMBER 2]. 08-0972
~ " ~ ~ ~' ~'1a COUNTY CUMBERLAND
ELIZABETH P MULL®,W'#~H ACN 1(I1
MCNEES ETAL APPEAL DATE: 07-03-2009
PO BOX 1166 (See reverse Bade under Objections)
HBG PA 17108-1166 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, Pt1 17013
CUT ALONG THIS LINE ~i RETAIN LOWER PORTION FOR YOUR RECORDS !~ --------------
-----------------------------------------------------------------------------
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRANDY EDNA E FILE N0. 21 08-0972 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)
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11
12
13
14
Total Deductions
Net Value of Tax Return
(1) .00 NOTE: To insure proper
~2) 23,995.56 credit to your account,
00 submit the upper portion
C3) . of this form with your
(4) . DO tax payment.
c5) 240,518.94
C6) .00
~7) .00
C8) 264,514.50
9,308.97
(9)
cl0) 1.607.06
C11) 10.916.03
c12) 253,598.47
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .J) (13) .00
Net Value of Estate Subject to Tax (14) 253,598.47
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 PRCiITTC•
c15) • 00 x
c16) 243,598.48 X
(17) .00 X
C18)
10,000.00 X
00 _ .00
045_ 10,961.93
12 _ .00
15 _ 1,500.00
c19)= 12,461.93
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-07-2008 (0010513 .00 10,616.25
12-30-2008 (0010713 .00 1,845.68
TOTAL TAX CREDIT 12,461.93
BALANCE OF 1'AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED ,4S A "CREDIT" CCR), YOU MAY BE DUES
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) iii///