HomeMy WebLinkAbout06-12-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
VICKY A TRIMMER
3401 N FRONT ST
HBG
CDMMONWEALTH OF PENNSYLVANIA
D A~RTMENT OF REVENUE
f ~~-~~~r. , +, ~ i NdTT~E OF INHERITANCE TAX
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tt~-i~OF~'~DE~'UCTIONS AND ASSESSMENT OF TAX
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PA 17110-0950
REV-1547 EX AFP (01-09)
DATE 06-08-2009
ESTATE OF PASSANANTI ELIZABETH W
DATE OF DEATH 10-31-2008
FILE NUMBER 21 08-1106
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: OS-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 OF PASSANANTI ELIZABETH W FILE N0. 21 08-1106 ACN 101 neTF 06-OS-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
Re~trcvwilun l~unGERNIN6 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:
cl) 216,694.80 NOTE: To insure proper
c2) 2.133.60 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
cs) 316.640.90
c6) 22.50
cr) 23,803.09
C8) 559,294.89
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 17,270.69
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 11.964.96
11. Total Deductions
C11) 79.7 ~.6~
12. Net Value of Tax Return C12) 530,059.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 530,059.24
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) 530,059.24 X 045 = 23,852.67
17. Amount of Line 14 at Sibling rate X17) .67 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal
rwv rornrrc _ Tax Due cl9)= 23,852.67
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-29-2009 CD010836 1,192.63 22,660.04
TOTAL TAX CREDIT 23,852.67
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)