HomeMy WebLinkAbout06-05-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE. OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - `~~
~APRRAISEM~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 _. ~ -
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AMY M MOYA ~~~ ~~~ ~~
S E LEDERER LAW OFCS`"'
5011 LOCUST LN
HARRISBURG PA 17109
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 (01-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RISHAR ELIZABETH R FILE N0. 21 08-0485 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) .00
(2) 45,725.55
(3) .00
(4) .00
(5) 2 , 206.71
(6) .00
(7) 256,916.60
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
304,848.86
APPROVED DEDUCTIONS AND EXEMPTIONS: 16,254.30
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.150 .4 2
11. Total Deductions (11) 20.404.7?
12. Net Value of Tax Return (12) 284,444.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14 Net Value of Estate Subject to Tax (14) 284,444.14
.
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 284,444.14 X 045 = 12,799.99
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19 Principal Tax Due (19)= 12,799.99
.
~~`PAYMENT~
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-10-2008 CD010003 640.00 12,200.00
05-26-2009 REFUND .00 40.01-
REV-1547 EX AFP (01-09)
DATE 06-02-2009
ESTATE OF RISHAR ELIZABETH R
DATE OF DEATH 04-10-2008
FILE NUMBER 21 08-0485
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-01-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 12,799.99
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
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