HomeMy WebLinkAboutTemp. appraCOMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,,.-~,,,,.~~r.,r-:-, (~- ^NQf;CE DF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~-', ,,; ,,;ApPkgI'S~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - ~.OF DfibUGTiONS AND ASSESSMENT OF TAX
PO BOX 280601 ~-~- _ _,~
HARRISBURG PA 17128-0601 r"'~'" REV-1547 EX AFP (01-09)
~QD9 J~~ _ I ~~ 12; ~6 DATE 05-25-2009
ESTATE OF ENCK ANNABEL E
DATE OF DEATH 04-17-20D8
C~.~R''tf-'F FILE NUMBER 21 08-0530
pR°Nt°4~W ~ ~'~~'RT COUNTY CUMBERLAND
MURREL R WALTERS I I ~~~y!i'~ `' ~ `~"l r''-~ PF, ACN 101
54 E MAIN ST APPEAL DATE: 07-24-2009
MECHANICSBURG PA 17055 (See reverse side under Objections)
Anount 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 ~
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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 ENCK ANNABEL E FILE N0. 21 08-0530 ACN 101 DATE 05-25-2009
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) 129,8 9D.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) ~2) 27,$$3,27 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 1,104,4 70.87
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) [7) .00
8. Total Assets Ce) 1,262,244.14
APPROVED DEDUCTIONS AND EXEMPTIONS: 33,842.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9.45 7.13
11. Total Deductions (11) 63.799-1;
12. Net Value of Tax Return (12) 1,218,945.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14, Net Yalue of Estate Subject to Tax C14) 1,218,945.01
NOTE: If an assess~eent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fiBUres that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) •00 X 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) •0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 1,218,945.01 X 15 = 182,841.75
19. Principal Tax Due (19)= 182,841.75
TAY /`D Cf1T TC.
A
DATE C
NUMBER SCO C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-11-2008 CD009999 7,368.42 140,000.00
01-07-2009 CD010736 .00 35,841.75
- - - - - - - TOTAL TAX CREDIT 183,210.17
BALANCE OF TAX DUE 368.42CR
INTEREST AND PEN. .00
TOTAL DUE 368.42CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REpUIRED.
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.)