HomeMy WebLinkAbout05-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- _ - NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ ~'.pppaAIS~MENT, 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)
,LJ Ig ~~ 1 _~ ~ `~; ^~~ DATE 05-04-2009
ESTATE OF BARYON CONSTANCE S
DATE OF DEATH 08-09-2008
~' ~`''~' ~ '' FILE NUMBER 21. 08-0988
hh~ UI ~`'`' ' ~~~ ~.~? COUNTY CUMBERLAND
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ROBERT P GRUBB J~j;,`~ '` ACN 1CI1
PO BOX 5300 APPEAL DATE: 07-03-2009
H B G P A 17110 - 0 3 0 0 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND [;0 COURT HOUSE
CARLISLE, P~- 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS 4- --------------
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARYON CONSTANCE S FILE N0. 21 08-0988 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
credit to your account,
2. Stocks and Bonds (Schedule B) C2) 143,555.01
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) 4.04 9.56
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .00
8. Total Assets C8) 147,604.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
18,018 .80
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.013 .16
11. Total Deductions C11) ?0.031 .96
12. Net Value of Tax Return C12) 127,572.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .J) C13) .00
14. Net Value of Estate Subject to Tax (14) 127,572.61
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 C15) .0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 127,57~?.61 X 045 = 5,740.77
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)= 5,740.77
TAX CRFTITTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-08-2008 CD010507 281.58 5,350.00
12-30-2008 CD010714 .00 110.32
04-27-2009 REFUND .00 1.13-
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 5,740.77
BALANCE OF 7'AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 t~
( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE`
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)