HomeMy WebLinkAbout06-12-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
^nf~~,~^ (1 !'~~~` ~;'' NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES-`-''= ~}-'-'i ~
INHERITANCE TAX DIVISION ~ ,. + ~I4RRR74ISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ri.~~:, 7 E..f± iL ~'~JF- DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
?~09 JUN { 2 PM 12~ 40
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ORPHAN'S CQt~iT
LISA K BARON GUM~E~~.-~~~ ~"
2759 N CHARLOTTE ST
GILBERTSVILLE PA 19525
REV-1547 EX AFP (01-09)
DATE 06-08-2009
ESTATE OF BARON MICHAEL R
DATE OF DEATH 04-23-2008
FILE NUMBER 21 08-0510
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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARON MICHAEL R FILE N0. 21 08-0510 ACN 101 DATE 06-08-2009
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:
(1) .00 NOTE: To insure proper
C2)_ 12 .148.00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 32, 860.59
c6) 1 , 109.10
c7) .00
Ce) 46, 117.69
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8,58 2.58
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .8 6. 6
11 . Total Deductions (11) ~4 .409 _) 4
12. Net Value of Tax Return C12) 11,708.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 11,708.55
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) 11 , 708 .55 X 045 = 526 .88
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due
rex rocnrr~. c19)= 526.88
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-23-2008 CD010052 26.32 500
00
01-23-2009 CD010813 .00 .
.56
IUTAL IA)C CREDIT 526.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED. l
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)