HomeMy WebLinkAbout06-01-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
1 ' rNDTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~AFPI~gISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION F',tt~DUCTIONS AND ASSESSMENT OF TAX
PD BOX 280601 ~ _ ,_ , '..:Q
HARRISBURG PA 17128-0601
REV-1547 EX AFP (01-09)
~~E~9 ~~i~ - { ~ ~A1 {2' 2~ DATE 05-25-2009
ESTATE OF JOHNSON BARBARA Y
J~ ~~~ (-•.!- DATE OF DEATH 10-04-2008
O~~H,~~ ~ l.~l~l FILE NUMBER 21 08-1062
THOMAS E FLOWER ~"r'~ i, ~ ~''~ C)~. COUNTY CUMBERLAND
C~;:~ ~.. ~ ACN 101
2109 MARKET ST APPEAL DATE: 07-24-2009
CAMP H I L L PA 17 011 (See reverse side under Objections)
ABtount Renitted~- -l
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-~
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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 JOHNSON BARBARA Y FILE N0. 21 OS-1062 ACN 101 DATE 05-25-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
KESERVATiUN 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
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 3. 265.86
c6) 81, 409.07
C7) 17, 903.32
c8) 102,578.25
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5,070.79
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 144.18
11. Total Deductions C11) ~. 14.97
12. Net Value of Tax Return C12) 97,363.28
13. Charitable/Governmental Bequests; Non-sleeted 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 97,363.28
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 C15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 97,363.28 X 045 = 4,381.35
17. Amount of Line 14 at Sibling rate C17) •00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due cly)= 4, 381 .35
rex torn^Te.
A N
DATE P
NUMBER S OU (+
INTEREST/PEN PAID C-)
AMOUNT PAID
12-29-2008 CD010707 184.21 3,500
00
01-06-2009 CD010737 .00 .
697.14
TOTAL TAX CREDIT 4,381.35
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C 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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS..)