HomeMy WebLinkAbout06-19-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 280601
HARRISBURG PA 17128-0601
,..,~-.i-,.-r, ~>•r-,'Fpi'Gf OF INHERITANCE TAX
Y4~PRd~~~1~E ~, ALLOWANCE OR DISALLOWANCE
^i r ;oF D~I?CICT'~ONS AND ASSESSMENT OF TAX
2~~9.1U~ { 9 Pty 2= 21
CLERK C`~
ORPN,~~~~'~ COURT
FOREST N MYERS A+^''- \~~ L~'~~., ~~,
CUB
F N MYERS LAW OFC
137 PARK PLACE WEST
SHIPPENSBURG PA 17257-9212
REV-1547 EX AFP CO1-09)
DATE 06-15-2009
ESTATE OF ALPAUGH EARL F
DATE OF DEATH 06-06-2008
FILE NUMBER 21 08-0682
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-14-2009
(See reverse side under Objections)
Amount Renitted
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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ALPAUGH EARL F FILE N0. 21 08-0682 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) 7 5,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .0 0
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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 24.963.01
6. Jointly Owned Property (Schedule F) C6) 4,376.25
7. Transfers (Schedule G) C7) .00
8. Total Assets CB) 104,339.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
22,153.36
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 18.8 79.6 9
11. Total Deductions I11) 41.033.0
12. Net Value of Tax Return C12) 63,306.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 63,306.21
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 (`DCTTTC.
c15) • 00 X 00 _ . 00
c16) . 00 X 045 _ .00
c17) .00 X 12 _ .00
clB) 63,306.21 X 15 _ 9,495.93
cly)= 9,495.93
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-13-2009 CD010760 .00 9,495.93
TOTAL TAX CREDIT 9,495.93
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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)