HomeMy WebLinkAbout06-05-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
J _ - „" WOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRpT-SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISIDN - OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - -
HARRISBURG PA 17128-0601 "_.. - '
TIMOTHY D SHEFFEY
REILLY ETAL
1601 CORNWALL RD
LEBANON
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PA 17042
REV-1547 EX AFP (01-09)
DATE 06-02-2009
ESTATE OF GREGORY JANE M
DATE OF DEATH 04-02-2008
FILE NUMBER 21 08-0458
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-01-2009
(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 ~ 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 GREGORY JANE M FILE N0. 21 08-0458 ACN 101 DATE 06-02-2009
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) 125, 000.00 NOTE: Ta insure proper
2. Stocks and Bonds (Schedule B) (2) 195.83
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) • 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) (5) 74,48 7.5 3
6. Jointly Owned Property (Schedule F) (6) 83,750.00
7. Transfers (Schedule G) (7) 94,316.40
8. Total Assets C8) 377,749.76
APPROVED DEDUCTIONS AND EXEMPTIONS:
46,406.45
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5 9,141.61
11. Total Deductions C11)
105.548.06
12. Net Value of Tax Return C12) 272,201.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 6,000.00
14 Net Value of Estate Subject to Tax C14)
266,201.70
.
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 rocntrc.
C15)
c16) • 00 x
c17) 266,201.70 X
C18) • 00 x
00 _ .00
045 _ .00
12 _ 31,944.20
15 _ .00
c19)= 31,944.20
PAYMENT
HATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-02-2008 CD009980 1,315.79 25,000.00
12-24-2008 CD010697 .00 5,628.41
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 31,944.20
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
i
IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
.00 X