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
,ApPRAISfMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTLONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
,~;.~,~, rs v i'4 ,~, ,, DATE 05-04-2009
~-` '~3 ~I~~ I -'~ ~ ~ 4~' ~ ~ ESTATE OF KIMES LIZETTA P
DATE OF DEATH 11-06-2008
~(_G~;~~~, ~;;= FILE NUMBER 21 08-1131
("~~'Gt-1 (S `,I-' r~~ 'tip i'?T CUMBERLAND
.~ i~ ~ i ~.:-~ ~~ ,.(,L,,~:; COUNTY
DAVID A MEGAN C~ ~;;''" ~ - (~^~ ACN 101
STE 200 APPEAL DATE: 07-03-2009
347 BRIDGE ST (See reverse side under Objections)
PHOENIXVILLE PA 19460 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C.0 COURT HOUSE
CARLISLE, Pp~ 17013
CUT ALONG THIS LINE -- RETAIN LOWER PORTION FOR YOUR RECORDS F-
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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 KIMES LIZETTA P FILE N0. 21 08-1131 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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 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) 31,098.11
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8 Total Assets Ce) 31 , 098.11
APPROVED DEDUCTIONS AND EXEMPTIONS: 6,,137.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 75 .00
11. Total Deductions (11) 6.21_2. ~~
24,886.11
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .J) (13)
24,886.11
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 assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 24,886.11 X 045= 1,119.87
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due C19)= 1,119.87
TAY f DCTIT TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-16-2008 CD010666 55.99 1,063.88
TOTAL TAX CREDIT 1,119.87
BALANCE OF 1"AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION DF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED .AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)