HomeMy WebLinkAbout05-22-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"` NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APpR'AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - ..
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
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LINSAY D BAIRD r'I'', , ' - -` f',
BAIRD LAW OFCS
37 S HANOVER ST
CARLISLE PA 17013
DATE 05-•18-2009
ESTATE OF DE'.~KIS ANTHONY J
DATE OF DEATH 02••09-2008
FILE NUMBER 21 08-0386
COUNTY CUMBERLAND
ACN 10 ].
APPEAL DATE: 07-17-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DESKIS ANTHONY J FILE N0. 21 08-0386 ACM 101 --------------
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OR
DATE 05-18-2009
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) (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) (3) . 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) 8 7,46 3.48
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets Ce) 87,463.48
APPROVED DEDUCTIONS AND EXEMPTIONS:
22 „?83 . 74
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 22.283.74
12. Net Value of Tax Return C12) 65, 179.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J:~ C13) .00
14. Net Value of Estate Subject to Tax (14) 65, 179.74
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) 65, 179.74 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) . 00 X 045 = .00
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 C19)= .00
TAY !`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PE1ID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 -~
,>
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE CIF THIS FORM FOR INSTRUCTIONS.)