HomeMy WebLinkAbout06-26-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
''"'`,t -r~.NOTICE 0~_INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A~PRAESEM~RT,' ALiOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ' ' 'O F; IIEDUC ON$ AND ASSESSMENT OF TAX
PO BOX 280601 ~-~'r1 ~_ TZ
HARRISBURG PA 17128-0601 ~ REV-1547 EX AFP (01-09)
2Q~9 J11s~I Gb {',°~ i ~ I E ESTATE OF WALTERS009 MARY G
DATE OF DEATH 04-23-2008
C~E~~s~~ FILE NUMBER 21 08-Ob37
~~~f`~,~in='~ CC%tJRT COUNTY CUMBERLAND
FOREST N MYERS ~U~i~~~i_~1~~ (;;(1 ~;d ACN 101
F N MYERS LAW OFC APPEAL DATE: 08-21-2009
137 PARK PLACE WEST (See reverse side under Objections)
SHIPPENSBURG PA 17257-9212 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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WALTERS MARY G FILE N0. 21 08-0637 ACN 101 DATE 06-22-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) C2) .00
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
4. MortgageslNotes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2 7,419.97
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 7,096.28
8. Total Assets fig) 34,516.25
APPROVED DEDUCTIONS AND EXEMPTIONS: 12,500.31
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 285.00
11. Total Deductions X11) 12.78F_~1
12. Net Value of Tax Return X12) 21,730.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 21,730.94
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) 21 , 730.94 X 045 = 977.89
17. Amount of Line 14 at Sibling rate (17) .0 0 X 1 2 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due c19)= 977.89
TAY rQFTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-02-2009 CD010851 .00 977.89
06-15-2009 SBADJUST .00 1.34
TOTAL TAX CREDIT 977.89
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 REpUIRED. ~
FOR CALCULATION DF 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.)