HomeMy WebLinkAbout08-07-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 28D6D1 _ OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-D601
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CRAIG A DIEHL E+$p CPA ,
C A DIEHL LAW OFFICES
3464 TRINDLE RD
CAMP HILL PA ].7011
DATE 08-03-2009
ESTATE OF BARRIS THERESA
DATE OF DEATH 12-16-2007
FILE NUMBER 21 08-1172
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-02-2009
(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 F~ _ ___
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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 BARRIS THERESA FILE N0. 21 08-1172 ACN 101 DATE 08-03-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
wilun GUNGEKNIN6 FUTURE INTEREST - SFC orvcocc
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2.
Stocks and Bonds (Schedule B)
(2) .
.00 NOTE: To insure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable. (Schedule D)
(4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
(5) .
5.997.61 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 5, 997.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1,653.8 0
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) _ 32 3.341 .5
11. Total Deductions
(11) 324.99x,. ~9
12. Net Value of Tax Return 318
997
71 -
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (12)
(13) ,
.
•00
14. Net Value of Estate Subject to Tax (14) 318,997.71-
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) .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 C18) .00 X 15 _ .00
19. Principal Tax Due
TAX CREDITS (19)= .00
~ DATE I NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
TOTAL TAX CREDIT .00
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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)