HomeMy WebLinkAbout06-19-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JOHN B FOWLER III
MARTSON LAW OFCS
10 E HIGH ST
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C _-...~IOTIC,E OF INHERITANCE TAX
`- ~4-~~ ~CPpk,f{7SE1~NL7, ALLOWANCE OR DISALLOWANCE
.,~; AF D~DUCT'IONS AND ASSESSMENT OF TAX
~ ~~~}'r -~-- REV-1547 EX AFP CO1-09)
ZQ09 ~~~ 19 PM 2+ 06 DATE 06-15-2009
ESTATE OF RICE BETTY L
DATE OF DEATH 05-02-2008
G~~[~j(iJF FILE NUMBER 21 08-0519
~~p~--{~,~~ 5 ~JU~T COUNTY CUMBERLAND
Ci~`,r~,;_f !^ ~ ;~`' , Pp'. ACN 101
APPEAL DATE: 08-14-2009
(See reverse side under Objections)
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 ~'-1 RETAIN LOWER PORTION FOR YOUR RECORDS ~--'~ ______________
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
FCTATF nF RICE BETTY L FILE N0. 21 08-0519 ACN 101 DATE 06-15-2009
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 Stack/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
C1) 140,068.20 NOTE: To insure proper
c2)
(3) 637,410.24
.00 credit to your account,
submit the upper portion
of this form with your
~4) .00 tax payment.
c5) 19 , 691.75
C6) 11 , 620.00
~7) 27,572.66
~$) 836,362.85
APPROVED DEDUCTIONS AND EXEMPTIONS: 47,234.90
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5.163.13
(11) ~ .398.n3_
11. Total Deductions 783,964.82
12. Net Value of Tax Return C12) 3 5,000.00
13 Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13)
. 748,964.82
14. Net Value of Estate Subject to Tax Cly)
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
c15) • 00 X 00 = . 00
C16) 733, 964.82 X 045 = 33, 028.42
C17) 10,000.00 X 12 = 1,200.00
cls) 5, 000.00 X 15 750.00
c19)= 34,978.42
IAA I.KCLIIJ"
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-30-2009 CD010838 .00 34,978.42
IUTAL IAIC I.KtLl l
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
34,978.42
.00
.00
.00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, 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.)