HomeMy WebLinkAbout08-07-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES gPpRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 288601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (81-09)
qtr _ 1.',~ ~'. ~ ~ DATE 08-03-2009
ESTATE OF ALLEN BETTY G
_ DATE OF DEATH 03-23-2008
-.- FILE NUMBER 2l. 09-0236
~i__' _
COUNTY CUMBERLAND
LINDA LUNDBERG ACN 101
PNC BANK NA APPEAL DATE: 10-02-2009
PO BOX 308 (See reverse side under Objections)
CAMP HILL PA 17001 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 E--
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ALLEN BETTY G FILE N0. 21 09-0236 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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this farm with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 31.18 7.50
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 905, 184.88
8. Total Assets (g) 936,372.38
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 20,126.95
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 466 .28
11. Total Deductions (11) 90.59 _ ~
12. Net Value of Tax Return (12) 915,779.15
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) 884,591.66
14. Net Value of Estate Subject to Tax (14) 31,187.49
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) 31,187.50 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 C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .0 0
19. Principal Tax Due (19)= .00
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 87., NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE /,(~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) _/T~1~