HomeMy WebLinkAbout05-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-NO;TIGE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 'pppRAISEMf N7, 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)
~~
PATRICIA R BROWN E~ ~' ~ ~~~
SALZMANN HUGHES
354 ALEXANDER SPRG RD
CARLISLE PA 17015
DATE 05-04-2009
ESTATE OF GROY ETHEL M
DATE OF DEATH 10-09-2008
FILE NUMBER 21 08-1088
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-03-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND GO COURT HOUSE
CARLISLE, PA, 17013
CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECORDS •~
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, .ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GROY ETHEL M FILE N0. 21 08-1088 AC;N 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)
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
(1) .00 NOTE: To insure proper
(2) .00 credit to your account,
.00 submit the upper portion
(3) of this form with your
(4) .00 tax payment.
(5) 7,640.60
(6) .00
(7) 11,431.74
(B) 19, 072.34
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,758.61
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11 . Total Deductions C11) ~ ~' 7~'g • 61
12. Net Value of Tax Return C12) 6,313.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .J) C13) .00
14. Net Value of Estate Subject to Tax C14) 6,313.73
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:
•00 00 .00
15. Amount of Line 14 at Spousal rate (15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 6,31,1.73 X 045 = 284.12
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
Principal
19 Tax Due (lq). 284.12
.
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-19-2008 CD010664 14.21 ~ 269.91
TOTAL TAX (:R EDIT 284.12
BALANCE OF 1-AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
r
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~1i(
FOR CALCULATIDN OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE (1
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)