HomeMy WebLinkAbout06-05-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES --,-,r~ -i1PPRR;~SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ._ 'OF'11EDUGTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - - -
HARRISBURG PA 17128-0601
REV-1547 EX AFP (01-09)
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THOMAS N CARR rr''n~:h'' ~ ~~ ~~
SIANA CARR K OCONNOR ~ ~` f~'~,
1500 E LANCASTER AVE
PAOLI PA 19301
DATE 06-02-2009
ESTATE OF CAUM SARA J
DATE OF DEATH 05-24-2008
FILE NUMBER 21 08-0621
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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CAUM SARA J FILE N0. 21 08-0621 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
~1) 153, 156.88 NOTE: To insure proper
(2) 780 , 970.96 credit to your account,
(3) .0 0 submit the upper portion
of this form with your
~4) .00 tax payment.
c5) 337, 112.15
c6) .00
~7) 569,409.62
c8) 1,840,649.61
46,375.02
(9)
clo) .00
C11) 46.375.02
cl2) 1,794,274.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
c13) 114, 131 .89
c14) 1,680,142.70
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
T~V f•~rTTT(•.
c15) • 00 x
(16) .00 X
t17) 1,602,123.91 X
cl8) 78, 018.79 X
00 _ .00
045 = . 00
12 _ 192,254.87
15 _ 11,702.82
c19)= 203,957.69
~~`PAYMENT~
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-21-2008 CD010185 9,473.68 180,000.00
12-31-2008 CD010720 .00 14,484.29
TOTAL TAX CREDIT 203,957.97
BALANCE OF TAX DUE .28CR
INTEREST AND PEN. .00
TOTAL DUE .28CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE