HomeMy WebLinkAbout06-26-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r - NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _?'.pppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ OF~'9EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ •.,, ., '~
HARRISBURG PA 17128-0601
LINDA J LUNDBERG
PNC BANK
PO BOX 308
CAMP HILL
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PA 17001-0308
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REV-1547 EX AFP C01-09)
DATE 06-22-2009
ESTATE OF BASEHORE MARY J
DATE OF DEATH 05-05-2008
FILE NUMBER 21 08-0534
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-21-2009
(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 f- ______________
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BASEHORE MARY J FILE N0. 21 08-.0534 ACN 101 DATE 06-22-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REYERSE
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
~1) 170,000.00 NOTE: To insure proper
~2) 2, 681 , 218.66 credit to your account,
submit the upper portion
(3) .00 of this form with your
C4) .00 tax payment.
c5) 125 , 982.60
c6) .00
c7) .00
cB) 2,977,201.26
140,896.69
C9)
cio) 7,419.88
C11) 148.316. ri7
c12) 2,828,884.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 200,500.00
14. Net Value of Estate Subject to Tax
c14) 2,628,384.69
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
c19)= 394,257.70
IMA YI~LYi 1 V
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-01-2008 CD010086 19,000.00 361,000.00
01-22-2009 CD010799 .00 14,257.70
c15) . 00 X 00 = . DO
c16) . 00 X 045 __ .00
cln • 00 X 12 = . 00
c1B) 2,628,384.69 X 15 = 394,257.70
TOTAL TAX CREDIT 394,257.70
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 S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)