HomeMy WebLinkAbout08-07-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAiS~MENT, 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)
DATE 08-03-2009
11
•- ~- 'J " • ~ S : • ~ ~ ESTATE OF JAMES HAROLD J
DATE OF DEATH 08-13-2008
^' `=`'" ''°~ FILE NUMBER 21 08-1007
('l'~=.' - COUNTY CUMBERLAND
JAMES D FLOWER JR ESQ ,' . ACN 101
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~
26 W HIGH ST "'
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' APPEAL DATE: 10-02-2009
CARL I SL E PA 1'7013 (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 E-
REV-1547 EX AFP CO1-09) _
_ _______________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JAMES HAROLD J FILE N0. 21 OS-1007 ACN 101 DATE 08-03-2009
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:
cl) 110, 000.00
c2) .00
c3) .00
c4) .00
c5) 94 , 411.79
c6) .00
cn .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 204,411.79
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10,757.06
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .10 .8
11. Total Deductions C11) 7?.89.87
12. Net Value of Tax Return (12) 181,551.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 181,551.92
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 C15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X 045 _ .00
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) 181,551.92 X 15 _ 27,232.79
19. Principal Tax Due C19)= 27,232.79
Tex rQ~nrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-04-2008 CD010488 1,361.64 26,000.00
TOTAL TAX CREDIT 27,361.64
BALANCE OF TAX DUE 128.85CR
INTEREST AND PEN. .00
TOTAL DUE 128.85CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. /~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUES(/ i
- - A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) l lyX+'/