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HomeMy WebLinkAbout06-19-09COMMONWEALTH OF PENNSYLVANIA _ _ { ~,~ t ,-1~~'` ,.IfEPARTMENT OF REVENUE -~• NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES ~_ "''"` APP,~tpIS;EMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION t? _t?I ~~~` PO BOX 280601 ~ OK~~DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG PA 17126-0601 REV-1547 EX AFP (01-09) 2Q~g ~~~ ~ 9 ~M ~~ 2 ~ DATE 06-15-2009 ESTATE OF SAVAGE CATHERINE E C~ ~~~ ~~ i"~tOt~P{~-l~~v'S CG~IRT~] GARY ROTHSCHILD G ROTHSCHILD LAW OFCS 2215 FOREST HILLS DR HBG PA 17112 DATE OF DEATH 04-11-2008 FILE NUMBER 21 08-0768 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 SAVAGE CATHERINE E FILE N0. 21 08-0768 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) (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) C3) .00 submit the upper portion of thi s form with your 4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax pa yment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00 6. Jointly Owned Property (Schedule F) (6)_ 2, 111 .43 7. Transfers (Schedule G) (7) .00 8. Total Assets (e) 2, 111.43 APPROVED DEDUCTIONS AND EXEMPTIONS: .00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12.121.60 11. Total Deductions (11) 12.171 .60 12. Net Value of Tax Return (12) 10,010.17- 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 10, 010. 17- 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 TAV /`DCATTC. c15) .00 X 00 _ .00 n6) .00 X 045. .00 cln .00 X 12 = .00 (1B) .00 x 15 _ .00 (19)= .00 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT .00 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 81, 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.)