HomeMy WebLinkAbout06-19-09COMMONWEALTH OF PENNSYLVANIA
_ DEPARTMENT OF REVENUE
_ ~ r ~„-^ `~ r ~ ~ `` NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ". ,~ AppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~',"~, - `,•j'.1;.- OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 .-,~ ~, ,~!t
HARRISBURG PA 17128-0601
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RONALD E J~~NT' -''.;'- -
ANDREWS 8~ JOHNSON
78 W POMFRET ST
CARLISLE PA 17013
REV-1547 EX AFP CO1-09)
DATE 06-15-2009
ESTATE OF WERTZ CATHERINE A
DATE OF DEATH 06-05-2008
FILE NUMBER 21 08-0667
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-14-2009
(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 (01-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WERTZ CATHERINE A FILE N0. 21 08-0667 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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)-_ 10,729.90
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
e. Total Assets (B) 10,729.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
5,140.92
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I] C10) 51.18
11. Total Deductions (11) x,.197.10
12. Net Value of Tax Return (12) 5,537.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 5,537.80
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 Lane 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
Twv rocnrTC.
(15) 2, 768.90 X 00 _ . 00
c16) 2,768.90 X 045 = 124.60
(Ln • 00 X 12 _ . 00
(18) .00 X 15 _ .00
(19)= 124.60
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-23-2009 CD010810 .00 124.60
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 124.60
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TDTAL DUE IS LESS THAN 81, ND PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)