HomeMy WebLinkAbout05-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTIIC.E OF~ LNHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, A<rLOWANCE OR; DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS'"AND ASSESSMENT DF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
~`='~~ t~~~~i '-~ ~C-'~-~ ~~; ATE 05-04-2009
ESTATE OF MASTERS MILDRED 0
^~ ~~,~~ -- DATE OF DEATH 10-08-2008
l_~•_ i'~, 1 ,_
Q~~ ~,; _ ~ , , ~~,T FILE NUMBER 21 08-1290
;_i `,-~' '_', ~'~a COUNTY CUMBERLAND
CHARLES E PETRIE ' ~"~ ACN 101
3528 BRISBAN ST APPEAL DATE: 07-03-2009
HBG PA 17111 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
CUMBERLAND C:0 COURT HOUSE
CARLISLE, PAS 17013
CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECORDS ~- - ______________
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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 MASTERS MILDRED 0 FILE N0. 21 08-1290 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) .0 0 NOTE: To insure proper
Stocks and Bonds (Schedule B)
2 ~2) ,00 credit to your account,
. submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) 3,844.73
7. Transfers (Schedule G) (7) .00
8. Total Assets IB) 3,844.73
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
C9)
.00
clo) .00
C11) .00
c12) 3,844.73
c13) .00
c14) 3,844.73
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:
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
T~V f•~~TTT[..
c15) • 00 X 00 = . 00
c16) 3,844.73 X 045. 173.01
cln .00 X 12 .00
cle) .00 X 15 = .00
c19)= 173.01
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMDUNT PAID
12-31-2008 CD010710 8.65 164.36
TOTAL TAX (:REDIT
BALANCE OF -fAX DUE
INTEREST AND PEN.
TOTAL DUE
173.01
.00
.00
.00 j
* 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 AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)