HomeMy WebLinkAbout05-22-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES., AppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
^:a... i,., t L[~ i~ iii ~~• L~J
„~: -
i~~`_: ~
CHARLES E SH~~~~SS !III ` 'f %"~,
6 CLOUSER RD
MECHANICSBURG PA 17055-9735
REV-1547 EX AFP (01-09)
DATE 05-18-2009
ESTATE OF BURDITT ESTHER T
DATE OF DEATH 03-28-2008
FILE NUMBER 21 08-0433
COUNTY CUMBERLAND
ACN 10:L
APPEAL DATE: 07-17-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C(] 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 BURDITT ESTHER T FILE N0. 21 08-0433 ACN 101 DATE 05-18-2009
TAX RETURN WAS: (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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12.
13.
14.
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts
Net Value of Estate Subject to Tax
(1) .0 0 NOTE: To insure proper
(2) 960,797.97 credit to your account,
0 0 submit the upper portion
(3) . of this form with your
(4) .00 tax payment.
(5) 104,481.28
(6) .00
(7) 85,760.17
(B) 1,151,039.42
28,'735.73
(9)
(lo) 12.236.80
C11) 40.979.53
(1z) 1,110,066.89
(Schedule J: (13) .00
(14) 1, 110, 066.89
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 = . DO
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1,110,066.89 X 045= 49,953.01
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 (19)= 49,953.01
TAY rRFT1TTC•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-23-2008 (0009916 2,025.00 38,475.00
12-24-2008 (0010689 .00 9,453.01
TOTAL TAX CREDIT 49,953.01
BALANCE OF TAX 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 CALCULATIDN OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE~'j'1
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) v