HomeMy WebLinkAbout06-12-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION r~: r~('~rj(1r'ry (';['~~I{'I"~ OF INHERITANCE TAX
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0NS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
REV-1547 EX AFP (01-09)
2~Q9 JtIN { 2 P~4 !2~ ~~ DATE 06-08-2009
ESTATE OF BARON KATHLEEN A
CL~ Q~ DATE OF DEATH 04-25-2008
^D,~ ~~.~ FILE NUMBER 21 08-0684
LISA K BARON {~ COUNTY CUMBERLAND
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ACN 101
2759 N CHARLOTTE ST APPEAL DATE: 08-07-2009
GILBERTSVILLE PA 19525 (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 ALON_6 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 OF BARON KATHLEEN A FILE N0. 21 08-0684 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:
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) 188,000.00 NOTE: To insure proper
C2)_ 46,593.33 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) .00
c6) 13,696.12
c7) 10,472.00
~$) 258, 761 .45
12,585.77
C9)
clo) 2,250. ~
C11) 14.836.0
c1z) 243,925.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
c13) 750.00
c14) 243, 175.43
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) 243,175.43 X 045_ 10,942.89
17. Amount of Line 14 at Sibling rate I17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due (lg)~ 10,942.89
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-23-2008 CD010050 26.32 500
00
07-23-2008 CD010051 210.53 .
4,000
00
01-23-2009 CD010812 .00 .
6,206.05
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 10,942.90
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED. "
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)