HomeMy WebLinkAbout08-07-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES gppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 ,OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
REV-1547 EX AFP (01-09)
~~ E ~r ° { ~ ~ • ~ ~ DATE
'::.`.: _~ 08-03-2009
ESTATE OF GIROUX JULIE
^+~!~~~ -~ DATE OF DEATH 06-01-2008
n ~,~T FILE NUMBER 21 08-0732
J;
SAMUEL L ANDES ~ ~;~, COUNTY CUMBERLAND
ACN 101
525 N 12TH ST APPEAL DATE: 10-02-2009
LEMOYNE PA 17043 (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 ---- -~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-- _ ____
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT DF TAX
ESTATE OF GIROUX JULIE FILE N0. 21 08-0732 ACN 101 neTF os-na-~nnq
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:
(1) 148,500.00 NOTE: To insure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5)_ 6.045.82
c6) .00
cn 16,843.26
~$) 171 , 389.08
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ig) 38,278.13
10. Debts/Mortgage Liabilities./Liens (Schedule I) (10) 68.74 3
11. Total Deductions C11) 107 0 1 6
12. Net Value of Tax Return X12) 64,367.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax
C14) 64,367.72
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 (15) .00 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 64,367.72 X 045 _ 2,896.55
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due (19)= 2,896.55
TAX CRFTITTS•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-13-2009 CD010996 .00 488
08
03-13-2009 CD010997 .00 .
2
408
47
07-27-2009 SBADJUST 00 ,
.
. 4.76
TOTAL TAX CREDIT 2,896.55
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 S1, 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.)