HomeMy WebLinkAbout06-01-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ '"" ~ NOfLICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 'gpP~RAtSE'M~NT,, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 _:~-; ; ORy~EII~IC7IONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 '~
2(~~9 J11~ - I ~P S2~ ~~
CLEF~K C"
~~Pfiiw'ti'?, uOJRT
BRIAN C LINSENBACH (;~J~,~ ~~ `~~ ~~` ~ ~' '~ ~'~ ~ pt~
SCHRACK & LINSENBACH
PO BOX 310
DILLSBURG PA 17019-0310
REV-1547 EX AFP (01-09)
DATE 05-25-2009
ESTATE OF FERRIS NORMAN L
DATE OF DEATH 03-01-2008
FILE NUMBER 21 08-0383
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-24-2009
(See reverse side under Objections)
A®ount Reaitted~-
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 4--'~ ___________
-------------------- ------------------------------------- -----------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FERRIS NORMAN L FILE N0. 21 08-0383 ACN 101 DATE 05-25-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
KESERV'ATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 108,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 5,108.60 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 98 5.01
6. Jointly Owned Property (Schedule F) (6) 25,206.15
7. Transfers (Schedule G) (7) .00
e. Total Assets (B) 139,299.76
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 36,0 60.57
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 72.682 .98
11. Total Deductions
C11) I p8 .74~ _ r,~
12. Net Value of Tax Return C12) 30,556.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 3D,556.21
NOTE: If an assesseent 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 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 30,556.21 X 045 = 1,375.03
17. Amount of Line 14 at Sibling rate (17) .0 0 X 1 2 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 1,375.03
reY r_Q~nTrc.
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-08-2009 CD010750 .00 1,375.03
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-09-2009 TOTAL TAX CREDIT 1,375.03
BALANCE OF TAX DUE .00
INTEREST AND PEN. 9.43
TOTAL DUE 9.43
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)