HomeMy WebLinkAbout06-12-09COMMONWEALTH OF PENNSYLVANIA
`DEPARTMENT OF REVENUE
' ,,~,. ,~J~H)TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,,~r,n~~G~ (w~~R~1I8~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '._ ' ~ - L• OF+ DEDUCTIONS AND ASSESSMENT OF TAX
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916 5TH AVE
PGH PA 15219
I1) 86,705.40
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c3) .00
c4) .00
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRINER JAMES C FILE N0. 21 09-0031 ACN 101 DATE 06-08-2009
TAX RETURN WAS: C 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
REV-1547 EX AFP CO1-09)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5) .00
I6) .00
c7) .00
~$) 86,705.40
APPROVED DEDUCTIONS AND EXEMPTIONS: •00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 54.8 66.20
11. Total Deductions (11) 54.866-?0
12. Net Value of Tax Return (12) 31,839.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
31,839.20
14. Net Value of Estate Subject to Tax C14)
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAY f RFTITTR•
DATE 06-08-2009
ESTATE OF BRINER JAMES C
DATE OF DEATH 06-09-2008
FILE NUMBER 21 09-0031
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
I15) • 00 x
c16) • 00 x
c17) 31,839.20 X
(18)
00 X
00 = .00
045 _ .00
12 _ 3,820.70
15 _ .00
c19)= 3,820.70
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
INTEREST IS CHARGED THROUGH 06-23-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
__ - ----
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 3,820.70
INTEREST AND PEN. 55.48
TOTAL DUE 3,876.18
IF TOTAL DUE IS LESS THAN 51, 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.)