HomeMy WebLinkAbout06-26-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
KAREN M BALABAN
223 STATE ST
PO BOX 821
HBG
- -„-~_, ,.....-NOT~.CE OF INHERITANCE TAX
A1QpR/II~EMENT', 'ALLOWANCE OR DISALLOWANCE
C~F.DEgUCTLONS AND ASSESSMENT OF TAX
_ .. L~.:'
REY-1547 EX AFP (01-09)
~~C~~ JUG Lb Pfd E ~ I ~ ESTATE DF MURRAY2009 MAE F
DATE OF DEATH 05-02-2008
C~.~~~{ ~r FILE NUMBER 21 08-0659
~~~aN~~ ~OURr COUNTY CUMBERLAND
CUMF~ G~ t,~,_;(~ ~'~., °A. ACN 101
APPEAL DATE: 08-21-2009
(See reverse side under Objections)
PA 17108-0821 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 DF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MURRAY MAE F FILE N0. 21 08-0659 ACN 101 DATE 06-22-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1.
2.
3. Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C) (1)
C2)
C3) 106,700.00
,00
.00 NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2,0 39.66
6. Jointly Owned Property (Schedule F) (6) 28, 713.47
7.
8. Transfers (Schedule G)
Total Assets (7) .00
c8)
137,453.13
APPROVED DEDUCTIONS AND EXEMPTIONS: 12,936.31
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7.100.82
11.
12.
13.
14. Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Tru
Net Value of Estate Subject to Tax X11)
(12)
sts (Schedule J) (13)
C14) 0.07.13
117,416.00
.00
117,416.00
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)
.00 X
c16) 117,416.00 X
c17) • 00 x
c18) • 00 x
00 _ .00
045_ 5,283.72
12 _ .00
15 _ .00
c19)= 5,283.72
, .,..
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-02-2009 CD010854 .00 5,283.72
TOTAL TAX CREDIT 5,283.72
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" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)