HomeMy WebLinkAbout06-19-09COMMONWEALTH OF PENNSYLVANIA
,..DEPARTMENT OF REVENUE
~NDT~E,%Q~,.INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAI~FM~N7", ~A'LL`OY~AN'C~ OR DISALLOWANCE
INHERITANCE TAX DIVISION OF bt=`DU~
PO BOX 280601 ~.1'~ONS' ~-Np ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 y` '%r '
~%ltn~ -' REV-1547 EX AFP CO1-09)
t1U J~~, Ig P~ 2• DATE 06-15-2009
Z~STATE OF MARGIN ADDA M
G~ DATE OF DEATH 06-17-2008
~R~_N~~RK('~ FILE NUMBER 21 08-0711
C~~~^~ ^ ~~ ~ ~'~~'~T COUNTY CUMBERLAND
^ ~:
J EDWARD BECK JR -` '~ ~'~. 1~~7 ACN 101
KELLER ETAL APPEAL DATE: 08-14-2009
343-B S POTOMAC ST (See reverse side under Objections)
WAYNESBORO PA 17268 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE --- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _ ______________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARGIN ADDA M FILE N0. 21 08-0711 ACN 101 DATE D6-15-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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) C2)_ 40 3,570.60 credit to your account,
3. Closely Held StockJPartnership Interest (Schedule C) C3) .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) C5) .0 0
6. Jointly Owned Property (Schedule F) C6) 17,676.42
7. Transfers (Schedule G) C7) .DO
e. Total Assets Cg) 421,247.02
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 27,584.95
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 290.35
11. Total Deductions C11) _ 97.87.3(1
12. Net Value of Tax Return (12) 393,371.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) .00
14. Net Value of Estate Subject to Tax C14) 393,371.72
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.
ASSE55MENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) •0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 393,371.72 X 045 = 17,701.73
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at CollaterallClass B rate C18) •00 X 15 _ .00
19. Principal Tax Due C19)= 17,701.73
TAX CREDITS•
PAY ENT
DATE RECEIPT
NUMBER ISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-05-2009 CD010732 .00 17,701.73
TOTAL TAX CREDIT 17,701.73
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .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.)