HomeMy WebLinkAbout08-07-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- - NOTICE."OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRA•ISEMENT; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - -
HARRISBURG PA 17128-0601
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CHARLENE FEUCHTENBER~~I~,''- ~ .
ORRSTOWN BANK EXEC
PO BOX 250
SHIPPENSBURG PA 17257
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _ _________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF APGAR WALTER W FILE N0. 21 08-0677 ACN 101 DATE 08-03-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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:
cl) 120,000.00 NOTE: To insure proper
C2) 712.00 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
C5) 36.046.93
c6) .00
C7) 343, 636.08
Cs) 500,395.01
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9) 37,533.28
10. Debts/Mortgage Liabilities.~Liens (Schedule I) C10) 6.938.93
11. Total Deductions X11) 44.477.?1
12. Net Value of Tax Return C12) 455, 922.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 68,388.4 2
14. Net Value of Estate Subject to Tax C14) 387,534.38
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
TeY rocnrrc.
REV-1547 EX AFP CO1-09)
DATE 08-03-2009
ESTATE OF APGAR WALTER W
DATE OF DEATH 06-12-2008
FILE NUMBER 21 08-0677
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-02-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
C15) • 00 X 00 _ . 00
c16) 68, 388.42 X 045 = 3, 077.48
c17) .00 X 12 _ .00
cis) 319,145.96 X 15 _ 47,871.89
c19)= 50,949.37
PAYMENT
DATE RECEIPT
NUMBER DISCDUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-11-2008 CD010264 2,421.05 46,000.00
03-11-2009 CD010986 .00 2,528.39
TOTAL TAX CREDIT 50,949.44
BALANCE OF TAX DUE .07CR
INTEREST AND PEN. .00
TOTAL DUE .07CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, 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.)