HomeMy WebLinkAbout08-07-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APpRATSEMENT, ALLOWANCE DR DISALLDWANCE
INHERITANCE TAX DIVISION
PO BDX 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17126-0601
REV-1547 EX AFP (O1-D9)
+e~ tr~~ - '~ ~! ~ ~ y DATE 08-03-2009
`" ~~ ~ •- ~~ _ ESTATE OF NEFF MARGARETT
DATE OF DEATH 11-03-2008
~-~- ~'• ~`' FILE NUMBER 21 08-1156
~•r- - COUNTY CUMBERLAND
JERRY A WEIGLE ESQ ,~;: _~;, ACN 101
126 E KING ST APPEAL DATE: 10-02-2009
SHIPPENSBURG PA 17257 (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 CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NEFF MARGARETT FILE N0. 21 08-1156 ACN 101 DATE 08-03-2009
TAX RETURN WAS: (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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 59.070.27
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 59, 070.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 13,94 4.70
10. Debts/Mortgage Liabilities./Liens (Schedule I) C10) 1,91
11. Total Deductions (11) 1 ~i.8~i6.8~
12. Net Value of Tax Return (12) 43,213.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 43,213.44
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) 43, 213.44 X 045 _ 1 , 944.60
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)= 1,944.60
Tex rornrTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-22-2009 (0010802 84.21 1
600
00
03-12-2009 (0010989 .00 ,
.
260.39
TOTAL TAX CREDIT 1,944.60
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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.)