HomeMy WebLinkAbout06-12-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
t '~~ ~,.,~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~F,aP~~••` S~EM~`N7, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION T'~ ~.
PO BOX 280601 lam! `~ F ~ :'~ ~~1EDU'~TIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 t"'"`'~~'~-" 'Jt
2009 JUN 12 Phi 12; 3$
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CRAIG A DIEHL ES~lf~
C A DIEHL LAW OFCS `~~ ~'' ~'
3464 TRINDLE RD
CAMP HILL PA 17011
REV-1547 EX AFP (01-09)
DATE 06-08-2009
ESTATE OF KIRBY ROSE L
DATE OF DEATH 02-02-2008
FILE NUMBER 21 08-0198
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-07-2009
(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 _ ~ R_ETA_IN 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 KIRBY ROSE L FILE N0. 21 08-0198 ACN 101 narF o6-O8-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
Kt~tlcvalloN 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:
C1) .00 NOTE: To insure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5)_ 101,472.64
C6) .00
cn 30,933.07
~$) 132,405.71
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 1 7,346.01
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)__ 791.17
11. Total Deductions
C11) 1 S . 1 ~7 - 1 8
12. Net Value of Tax Return (12) 114,268.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) .00
14. Net Value of Estate Subject to Tax C14) 114,268.53
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 C15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 114,268.53 X 045 _ 5,142.08
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal
TAY rornrr~. Tax Due Clg)= 5, 142.08
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-22-2008 CD009603 257.10 5,100.00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 5,357.10
BALANCE OF TAX DUE 215.02CR
INTEREST AND PEN. .00
TOTAL DUE 215.02CR j
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. G
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)