HomeMy WebLinkAbout06-26-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPI~AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ;`; ,,
.~U~ JUN 2~ ~~ I ~ 1 ~
CLERK ~~
ALAN ROPER (r~~R~N~,i~:,./'~~ TF~
415 PEIPER RIF'U~~`:~',_".°
SHIPPENSBURG PA 17257
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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROPER BARBARA B FILE N0. 21 09-0075 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)
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
C1) .00 NOTE: To insure proper
(2) .00 credit to your account,
submit the upper portion
(3) .00 of this form with your
C4) .00 tax payment.
(5) .00
c6) .00
(7) 932, 058 .23
(8) 932, 058.23
APPROVED DEDUCTIONS AND EXEMPTIONS: 4,295.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9.172.10
11. Total Deductions (11) ;.467 _ 1 0
12. Net Value of Tax Return C1P) 918,591.13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax
(14) 918,591.13
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:
00
DO
.00
15. Amount of Line 14 at Spousal rate (15) . X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 918,591 .13 X 045 = 41,336.60
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) •00 X 15 = .00
D
l T (19)= 41 , 336.60
19. ax
ue
Principa
1 MA V R L Y 1 1 J
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-21-2009 CD010805 .00 41,336.60
TOTAL TAX CREDIT 41,336.60
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 RE4UIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1547 EX AFP (01-09)
DATE 06-22-2009
ESTATE OF ROPER BARBARA B
DATE OF DEATH 05-08-2008
FILE NUMBER 21 09-0075
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-21-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: