HomeMy WebLinkAbout08-14-09 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOR 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLDWANCE
-- `aF DEDUETIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
~~~~ +~+~~ , `~ t~~`} ~2' ~ ~ DATE 08-03-2009
ESTATE OF RICKERT KATHRYN M
Cf~~~ r~~ DATE OF DEATH 06-30-2008
O~P~-{~(~ti';j r;~~!~T FILE NUMBER 21 08-0738
THOMAS P GACKI CUB"~'~!-i'`~_'~<~`) nn" ~'~~ COUNTY CUMBERLAND
ACN 101
ECKERT ETAL APPEAL DATE: 10-02-2009
213 MARKET ST 8TH FLR (See reverse side under Objections)
HBG PA 17101 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 RICKERT KATHRYN M FILE N0. 21 08-0738 ACN 101 DATE 08-03-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RGJCRrAIjVnI ~un~eKninG tuTURE 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:
(1) 143, 000.00 NOTE: To insure proper
C2) 63 .186.99 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
C5) 104 , 934.89
c6)_ 82, 210.65
n) .00
cB) 393, 332.53
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Iy) 44,017.92
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00.80
11. Total Deductions
I11) 44.~1A.77
12. Net Value of Tax Return (12) 348,813.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 348,813.81
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
TAY I"DCTTTC.
C15)
.00 X
c16) 348,813.81 X
C17) .00 X
C18) .00 X
00 _ .00
045_ 15,696.62
12 _ .00
15 _ .00
C19)= 15, 696.62
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-25-2008 CD010320 784.83 28,200.00
TOTAL TAX CREDIT 28,984.83
BALANCE OF TAX DUE 13,288.21CR
INTEREST AND PEN. .00
TOTAL DUE 13,288.21CR
^ 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.)
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENTS NAME FILE NUMBER
Rickert, Kathryn M. 2108-0738
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
G ~ 1-2 ~ State pensions are non-taxable.
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