HomeMy WebLinkAbout05-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- - - ,-NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AppRAI'SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,QF'DfDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _
HARRISBURG PA 17128-0601 ~~ `~
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MARCUS A MCKNIG~!',IIT ^`_ ~r~
60 W POMFRET ST
CARLISLE PA 17013
REV-1547 EX AFP (01-09)
DATE OFi-04-2009
ESTATE OF SPRAINING MARTHA A
DATE OF DEATH 1C1-16-2008
FILE NUMBER 2l. 08-1072
COUNTY CUMBERLAND
ACN 1(I 1
APPEAL DATE: 07-03-2009
(See reverse sr'de under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C;0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---) RETAIN LOWER PORTION FOR YOUR RECORDS F-
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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 STRAINING MARTHA A FILE N0. 21 08-1072 ACN 101 DATE 05-04-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 48,478.09
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 72,626.36
8. Total Assets (8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
121,104.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
11,920.62
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.69 3.4 5
11. Total Deductions (11) 13.614.07
12. Net Value of Tax Return C12) 107,490.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) C13) .00
107
490
38
14. Net Value of Estate Subject to Tax C14) ,
.
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 C16) 107,491).38 X 045 = 4,837.07
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) •DO X 15 _ .00
19. Principal Tax Due C19)= 4,837.07
TAY f D CI'1T TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-29-2008 (0010699 241.85 4,595.22
TOTAL TAX CREDIT 4,837.07
BALANCE OF 7'AX DUE .00
INTEREST AN:D PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN B1, NO PAYMENT IS REQUIRED. ~,
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED .4S A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)