HomeMy WebLinkAbout06-26-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES, A`PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ; r + OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ -- - ._ ,~ '..
HARRISBURG PA 17128-0601
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6720 FRANKFORD AVE
PHILA PA 19135
REV-1547 EX AFP CO1-09)
DATE 06-15-2009
ESTATE OF FIGUEIREDO MARY M
DATE OF DEATH 01-22-2008
FILE NUMBER 21 08-0184
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-14-2009
(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 -------- 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 FIGUEIREDO MARY M FILE N0. 21 08-0184 ACN 101 DATE 06-15-2009
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. 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
C1) 280, 000.00 NOTE: To insure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 18.328.82
c6) 74,533.54
c7) .00
~B) 372,862.36
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 18,196.8 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) _ 74 3.8
11. Total Deductions (11) 18.940.64
12. Net Value of Tax Return (12) 353, 921 .72
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C1k) 353, 921 .72
NOTE: If an assessleent 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 I15) .00 X 0 0 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 353,921.72 X 045 = 15,926.48
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due c19)= 15,926.48
TAX CREDITS•
PAYMENT
DATE RECEI T
NUMBER DIS OUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-15-2008 (0009571 796.32 16,672.50
TOTAL TAX CREDIT 17,468.82
BALANCE OF TAX DUE 1,542.34CR
INTEREST AND PEN. .00
TOTAL DUE 1,542.34CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED.
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.)