HomeMy WebLinkAbout06-26-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
• ~ :NOTIGE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPI2AISFMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ -~~
PO BOX 280601 - 10,F, D~AUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
Q~~ ~~~ ~(j F~ ~: ~ ~ DATE 06-22-2009
ESTATE OF HOUEY ELIZABETH M
rLEPK Or
~PH~~!'S CGURT
~U~o~ n; ,r,;;~, ~~ PA.
LAWRENCE F HOUEY J `'~ "-' "'~' `~~~
410 TIMBERLAKE TRAIL
LOUISVILLE KY 40245
DATE OF DEATH 05-09-2008
FILE NUMBER 21 08-0591
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 ~ --------------
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REY-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLDWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOUEY ELIZABETH M FILE N0. 21 08-0591 ACN 101 DATE 06-22-2009
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .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) 5 7,75 3.01
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets Ig) 57,753.01
APPROVED DEDUCTIONS AND EXEMPTIONS:
10,711.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 66.4 3
11 . Total Deductions (11) ~ ~ • ~~~ - 43
12. Net Value of Tax Return (12) 46,975.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
46
58
975
14. Net Value of Estate Subject to Tax (14) ,
.
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 (15) •00 X DO = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 46, 975.58 X 045 = 2, 113.90
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 C19)= 2, 113.90
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-29-2009 CD010846 .00 2,113.90
TOTAL TAX CREDIT 2,113.90
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.)