HomeMy WebLinkAbout06-05-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITAIJCE TAX DIYISIDN
PO BOX 2B0601
HARRISBURG PA 17128-0601
-. --NOTICE OF INHERITANCE TAX
_ `APPRA'ISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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WAYNE M PECHT ~,i, ~ ' - ~~`
PECHT 8~ ASSOCIATES PC
1205 MANOR DR STE 200
MECHANICSBURG PA 17055
C15)
(16)
REGISTER OF WILLS
CUMBERLAND CO 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 RUSSELL JAMES A FILE N0. 21 OS-0451 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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stack/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5.. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
fig. Jointly Owned Property (Schedule F)
7'. Transfers (Schedule G)
Ps. Total Assets
IL) 152,492.00
C2) 31 , 622.59
C3) .00
C4) .00
REV-1547 EX AFP (01-09)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C5) 779 , 865.62
c6) .00
~7) .00
~$) 963, 980 .21
APPROVED DEDUCTIONS AND EXEMPTIONS: 56,474.51
5~. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
lCl. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 304.02
11.. Total Deductions C11) 56.778.53
12. Net Value of Tax Return (12) 907,201.68
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
lei of Estate Subject to Tax
t V
l
N CLG) 907,201.68
. a
ue
e
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:
1!i. Amount of Line 14 at Spousal rate
lii. Amount of Line 14 taxable at Lineal/Class A rate
1'7. Amount of Line 14 at Sibling rate
1.8. Amount of Line 14 taxable at Collateral/Class B rate
1!9. Principal Tax Due
.00 X
.00 X
C17) • 00 x
CLB) 907,201.68 X
00 _ .00
045 _ .00
12 _ .00
15 _ 136,080.25
C19)= 136,080.25
~~PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-(12-2008 CD009969 6,804.01 135,600.00
DATE 05-25-2009
ESTATE OF RUSSELL JAMES A
DATE OF DEATH 04-10-2008
FILE NUMBER 21 08-0451
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-24-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 142,404.01
BALANCE OF TAX DUE 6,323.76CR
INTEREST AND PEN. .00
TOTAL DUE 6,323.76CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE