HomeMy WebLinkAbout06-19-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 28D601
HARRISBURG PA 17128-0601
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SHIPPENSBURG PA 17257
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-~-,~ , ~•,-r, r,NtT~g'CE'CDF INHERITANCE TAX
-' i ANI~RAh'SEMENT~;~ ALLOWANCE OR DISALLOWANCE
~~~~~ DEDUCTIONS AND ASSESSMENT OF TAX
REY-1547 EX AFP CO1-09)
DATE 06-15-2009
ESTATE OF ALLEMAN DOROTHY M
DATE OF DEATH 07-09-2008
FILE NUMBER 21 08-1004
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
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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 ALLEMAN DOROTHY M FILE N0. 21 08-1004 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) C2) .00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest [Schedule C) C3) . 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) .00
6. Jointly Owned Property [Schedule F) C6) 191,219.80
7. Transfers [Schedule G) C7) .00
8. Total Assets ~B) 191,219.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
2,123.75
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens [Schedule I) C10) 3.096.15
11. Total Deductions C11) x•919-9D
12. Net Value of Tax Return C12) 185,999.90
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts [Sch edule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 185,999.90
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 C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 185,999.90 X 045 = 8,370.00
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due Cly)= 8,370.00
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
LO-07-2008 CD010382 174.46 3,314.82
10-07-2008 CD010381 242.91 4,615.37
01-09-2009 CD010756 .00 22.35
06-08-2009 SBADJUST .00 .09
TOTAL TAX CREDIT 8,370.00
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 REpUIRED.
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.)