HomeMy WebLinkAbout06-05-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AP,2RAI,SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANI;E TAX DIVISION D.F DEDU~~IONS?AND ASSESSMENT OF TAX '
PO BOX 2B0601
HARRISBURf PA 17128-0601 REV-1547 EX AFP (01-09)
DATE 05-25-2009
~_-'r.r ~~,~ `~ ~r~i l k' ~'~DATETOFODEATH 09A14-2008 MARGARET S
,~ FILE NUMBER 21 08-0960
~~- 's i COUNTY CUMBERLAND
MURREL R WALTERS III ~'~f~~~' (;;~~- ACN 101
54 E MAIN ST (~_'' APPEAL DATE: 07-24-2009
MECHANICSBURG PA 17055 '' (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 _ ---) R_ETA_IN LOWER POR_TION_ 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 KRANZ MARGARET S FILE N0. 21 08-0960 ACN 101 DATE 05-25-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 94,276.57 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 30,672.5 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 124,949.07
APPROVIED DEDUCTIONS AND EXEMPTIONS: 12,655.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10.274.84
11. Total Deductions (11) 77.999.84
12. Net Value of Tax Return (12) 102, 019.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (lG) 102, 019.23
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) •0 0 X 00 _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 045 = .0 0
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) 102, 019.23 X 15 _ 15, 302.88
19. Principal Tax Due (lq)= 15,302.88
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~~`PAYMENT•v
DA'iE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-11-2008 CD010636 765.14 16,500.00
TOTAL TAX CREDIT 17,265.14
BALANCE OF TAX DUE 1,962.26CR
INTEREST AND PEN. .00
TOTAL DUE 1,962.26CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE