HomeMy WebLinkAbout06-26-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ NOT;CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAtSEMENT~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _' F,-DEDUCTIONS AND ASSESSMENT OF TAX
PD BOX 280601 .. _ Q
HARRISBURG PA 17128-0601 1 REV-1547 EX AFP (01-09)
~~~~J~~~~ ~,`~ j~ , 7 ESTATE OF PIERSON009 DOROTHY G
C~~R~{ ~~, DATE OF DEATH 09-08-2008
~RAr'-~AN'~; COUNT COUNTYUMBER CUMBERLAND
SCOTT W MORRISON C~~~r~~ ~4"-~ ~'~ f)A ACN 101
~ V..
PO BOX 232 APPEAL DATE: 08-21-2009
NEW BLOOMFIELD PA 17068 (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 _ -- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~- _ _______________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PIERSON DOROTHY G FILE N0. 21 08-0947 ACN 101 DATE 06-22-2009
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) 35,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) c2)_. 5 7,20 3.19 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 28.628.61
6. Jointly Owned Property (Schedule F) (6) 7,090.33
7. Transfers (Schedule G) (7) 22, 083.37
e. Total Assets ce) 150,005.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) 8,974.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 6,265.82
11. Total Deductions cll) 1 ~.. 40 _ ~6
12. Net Value of Tax Return C12) 134,765.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00
14. Net Value of Estate Subject to Tax C14) 134,765.14
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
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
rex rornrrc.
(15)
.00 X
c16) 134,765.14 X
c17) • 00 x
c1B) .00 x
00 _ .00
045_ 6,064.43
12 _ .00
15 = .00
c19)= 6, 064.13
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-21-2009 CD010801 .00 6,064.43
TOTAL TAX CREDIT 6,064.43
BALANCE OF TAX DUE .30CR
INTEREST AND PEN. .00
TOTAL DUE .30CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, 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.)