HomeMy WebLinkAbout08-14-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- - :~ ~ ~ , ' :- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '.' _ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -0F DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ! ' ` ~; 9 : _ ; - •.
HARRISBURG PA 17128-0601 - '' ~-
REV-1547 EX AFP (01-09)
DATE 08-10-2009
ESTATE OF WOODS MYRTLE I
DATE OF DEATH 08-18-2002
FILE NUMBER 21 08-0868
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-09-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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JOHN KOPALA CU~~~r~4-~~~~: ~Lt., PA•
2645 E SIERRA ST
PHOENIX AZ 85028-1828
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 WOODS MYRTLE I FILE N0. 21 08-0868 ACN 101 DATE 08-10-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
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) 17 5, 326.81
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
s. Total Assets C8) 175, 326.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
549.70
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6.9 2 9.0 3
11. Total Deductions C11) 7 .478 _ 7~
12. Net Value of Tax Return C12) 167,848.08
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 167,848.08
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 167,848.08 X 045 = 7,553.16
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 _ .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 _ .0 0
19. Principal Tax Due C19)= 7,553.16
TAY f DCTTTC.
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
NT
DATE RECE PT
NUMBER SCOUN C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-18-2009 CD011026 .00 7,553.16
sALAnct ur unrnili
~~~ ~l~v E ~ c'~~ IZ~ $ ~
INTEREST/PENALTY AS OF 03-19-2009 TOTAL TAX CREDIT 7,553.16
BALANCE OF TAX DUE .00
INTEREST AND PEN. 2,660.22
TOTAL DUE 2,660.22
* IF PAID AFTER DATE INDICATED, SEE REVERSE C 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.)