HomeMy WebLinkAbout06-19-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~'~'~~` ~ r-`- ~~fNOrtICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES _ .pppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~;'; `•~OF`~DficDULTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ""~'
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
L~u~ ~~~ ~ ~ ~~ 2' ~ ~ DATE 06-15-2009
ESTATE OF ACKER NANCY L
C~~~~~J` DATE OF DEATH 07-13-2008
QFPN~A~i~S ~~~~~' FILE NUMBER 21 08-0763
GALEN R WALTZ C~i~`~r. ~~ ~~'~ ~~^' ~p, ACNNTY lO1BERLAND
TURD LAW OFCS APPEAL DATE: 08-14-2009
28 S P ITT S (See reverse side under Objections)
CARLISLE PA 17013 Aeount Resitted
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 ACKER NANCY L FILE N0. 21 08-0763 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
~1) .00 NOTE: To insure proper
C2) .00 credit to your account,
submit the upper portion
C3) .00 of this form with your
~4) .00 tax payment.
C5) 22,878.10
c6) .00
c7) .00
Ie) 22, 878.10
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
12,169.57
C9)
Ilo) 213.89
C11) 12.83.46
Ilz) 10,494.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 10,494.64
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
cls) • 00 X 00 = . 00
c16) . 00 X 045 = .00
c17) .00 X 12 = .00
c1s) 10,494.64 X 15 = 1,574.20
c19)= 1,574.20
~~ PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-15-2009 CD010774 .00 1,574.20
TOTAL TAX CREDIT 1,574.20
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 61, 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.)
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