HomeMy WebLinkAbout08-14-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-- - ,-,,,- ~- .~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ~ilPPJ2AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 ~ ~ `~ ~ `~` "`' ~ `
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PO BOX 318
MECHANICSBURG PA 17055
REV-1547 EX AFP (01-09)
DATE 08-03-2009
ESTATE OF RITTER GLADYS S
DATE OF DEATH 06-16-2008
FILE NUMBER 21 08-0690
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 ~
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REV-1547 EX AFP COl-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RITTER GLADYS S FILE N0. 21 08-0690 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) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .0 0
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1 , 198 , 964.47
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) 204,435.81
8. Total Assets fig) 1,403,400.28
APPROVED DEDUCTIONS AND EXEMPTIONS:
37,153.07
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,533.75
11. Total Deductions C11) 60.686.8
12. Net Value of Tax Return C12) 1 , 362, 713.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sc hedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 1 , 362, 713.46
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 C 16) 1 , 362, 713.46 X 045 = 61 , 322.11
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) •0 0 X 15 _ .0 0
19. Principal Tax Due C19)= 61,322.11
TAY f DCi1TTC.
A N
DATE R CEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-29-2008 CD010210 3,066.11 60,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 63,066.11
BALANCE OF TAX DUE 1,744.000R
INTEREST AND PEN. .00
TOTAL DUE 1,744.DOCR
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) /