HomeMy WebLinkAbout06-12-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
` r'~~~~ ~l~~fEEITt~ INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~l"` ~~~ ~~
INHERITANCE TAX DIVISION ~R ~I~r~MF~tI",,{{'~~`ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ~~L~T ~ . , ~+~g~U~$~xP.~1S AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
2009 JUN l 2 PM 12~ 3~
Vf'!~~`~ w~ WVf11
EDWARD R CARPENTER E~6i~0~E'~~AN~ ~., PIA.
102 CHESLEY DR
MEDIA PA 19063
DATE 06-08-2009
ESTATE OF GREGORY MARIE H
DATE OF DEATH 03-04-2008
FILE NUMBER 21 08-0461
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-07-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ___________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE DF GREGORY MARIE H FILE N0. 21 08-0461 ACN 101 DATE 06-08-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
KtStKVAIlUN GaNGERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
(1) 175,000.00 NOTE: To insure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 2.748.40
c6) 3, 032.57
c7) .00
~$) 180,780.97
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 20,919.8 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7 0.811 .66
11. Total Deductions
C11) 91 .7~7 .~~
12. Net Value of Tax Return C12) 89, 049.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 89, 049.44
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 OD _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 89, 049.44 X 045 = 4, 007.22
17. Amount of Line 14 at Sibling rate I17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due Clg)= 4, 007.22
TeX rocnrr~.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-11-2008 CD010634 5.39- 8,000.00
IUTAL ia)C CREDIT 7,994.61
BALANCE OF TAX DUE 3,987.39CR
INTEREST AND PEN. .00
TOTAL DUE 3,987.39CR
* 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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)