HomeMy WebLinkAbout06-24-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
t~ C~ :~ ~' ~ N~TICf OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~pE p~2`~IS
~~IEMT, ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVISION ~
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AE~D D~CT:IONS AND ASSESSMENT OF TAX
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PO BOX 280601 ,.
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HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
2flfl9 JUN 24 PM ~~ 23 DATE 06-15-2009
ESTATE OF SIGMAN JEAN C
C~~~ Cr DATE OF DEATH 04-23-2008
~R~H~ s ~~~RT FILE NUMBER 21 08-0626
uu ~~, a,yl'~ ~~ ~ COUNTY CUMBERLAND
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JAMES D FLOWER JR E
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~ ~~- ~ ACN 101
SAIDIS ETAL APPEAL DATE: 08-14-2009
2 6 W H I G H S T (See reverse side under Objections )
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE
--------------------- -~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-
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REV-1547 EX AFP CO1-0 -----------------------------------------
9) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SIGMAN JEAN C FILE ND. 21 08-0626 ACN 101 DATE 06-15-2009
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
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
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
cl) .00
I2) 116.204.63
I3) .00
c4) .00
c5) 813.67
c6)_ 24,942.20
cn .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
~$) 141,960.50
5,607.45
(9)
cio) 3.686.97
C11) 9.994.4?
c12) 132, 666.08
Non-elected 9113 Trusts (Schedule J) (13)
C14)
.00
132,666.08
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 (15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 132,666.08 X 045 = 5,969.97
17. Amount of Line 14 at Sibling rate C17) •00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due c19)= 5, 969.97
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-21-2008 (0010037 263.16 5,000.00
01-09-2009 (0010755 .00 706.81
TOTAL TAX CREDIT 5,969.97
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 S1, 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.)