HomeMy WebLinkAbout06-05-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NUTIGE,OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES \~AP~RA~SEM.ENT-, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION Of DEDUCTIQNS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601 - `- '' ~ ~ REV-1547 EX AFP (01-09)
~?rt +~ ~,~,~ _~ i~~'1 ~ ~. ~~ DATE 06-02-2009
j.J ESTATE OF (APP MARION E
DATE OF DEATH 04-08-2008
I r;,,~ r .r FILE NUMBER 21 08-0423
~~ t~ ._
(~;,~wil ~ ~.~ ~.~T COUNTY CUMBERLAND
SUSAN J HARTMAN ~~~ ~; ~ ~~ ~'+~'~ ACN 101
DUNCAN 8~ HARTMAN ~ APPEAL DATE: 08-01-2009
1 I RV I NE ROW (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted
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 ~-
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF (APP MARION E FILE N0. 21 08-0423 ACN 101 DATE 06-02-2009
TAX RETURN WAS: (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 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
(1) 209,475.00 NOTE: To insure proper
(2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
(5) 35.693.75
(6) .00
(7) 104, 645.25
(B) 349,814.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
15,325.64
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,4 61.4 6
11. Total Deductions (11) 18.787.10
12. Net Value of Tax Return (12) 331,026.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 5,0 00.00
14. Net Value of Estate Subject to Tax C14) 326,026.90
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19'. Principal Tax Due
r w rornrrc.
(15) • 00 X 00 =
(16) 326, 026.90 X
(17) .00 x
C18)
00
045_ 14,671.21
12 _ .00
15 _ .00
(19)= 14,671.21
~~ PAYMENT
LIATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-07-2008 CD009981 715.79 13,600.00
01-06-2009 CD010730 .00 355.44
TOTAL TAX CREDIT 14,671.23
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE L
.00 X