HomeMy WebLinkAbout06-19-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
_r DEPARTMENT OF REVENUE
~~" 'y ~N`OTICE OF INHERITANCE TAX
r ~':_
<;.i•. ,APPR~fIIS6MENT, ALLOWANCE OR DISALLOWANCE
_ << y~
-~'',,;i`j`.i_' ~ '~`0~'' LEDUCTIONS AND ASSESSMENT OF TAX
~~~9 JtlN t 9 PPS 2' 22
4ftPr~~S~; ~ ~ ';;~~, PA.
EDMUND G MYERS ~ ~
JOHNSON ETAL
PO BOX 109
LEMOYNE PA 17043-0109
DATE 06-15-2009
ESTATE OF PUTT VERA N
DATE OF DEATH 09-09-2008
FILE NUMBER 21 08-0986
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 ~'-- 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
FcTeTF of PUTT VERA N FILE N0. 21 OS-0986 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
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
C1) .00 NOTE: To insure proper
C2)
C3) .O 0
.00 credit to your account,
submit the upper portion
of this form with your
~4) .00 tax payment.
c5) 36,533.80
c6) .00
~7) 64, 128.66
ce) 100,662.46
(9)
15,560.17
clo) 85.81
(11) 1~.64~_98
C12) 85, 016 .48
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
14. Net Value of Estate Subject to Tax C14) 85, 016.48
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
c15) 52,258.48 X
c16) 32,758.00 X
c17) • 00 X
c1B) • 00 X
00 _ .00
045_ 1,474.11
12 .00
15 .00
cly)= 1,474.11
IAR I.KCLI l,'
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-26-2008 CD010574 36.85 700.20
11-26-2008 CD010575 36.85 700.20
06-08-2009 SBADJUST .00 .O1
TOTAL TAX CREDIT 1,4/4.11
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.)