HomeMy WebLinkAbout08-14-09BUREAU OF INDIVIDUAL TAXES_ ~`
INHERITANCE TAX DIVISION ~;. .
PO BOX 280601 -° ' ~-' ' ~'
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
ARPRAISEMENT, ALLOWANCE OR DISALLOWANCE
~~_~: OF DEDUCTIONS AND ASSESSMENT OF TAX
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WILLIAM A DU~~~~:_,'~'(~1 ~!~:. P~:
1 IRVINE ROW
CARLISLE PA 17013
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c2) . 00
c3) .00
c4) .00
c5)_ 170 , 923.31
c6) .00
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CUT ALON_6 THIS LINE ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ________
REV-1547 EX AFP COl-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TANNER WINIFRED M FILE N0. 21 08-1096 ACN 101 DATE OS-10-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
~~~RVwiiun VunVEKniN6 FUTURE INTEREST - SFF Q~vcccr
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds cSchedule B)
3. Closely Held Stock/Partnership Interest cSchedule C)
4. Mortgages/Notes Receivable cSchedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property cSchedule F)
7. Transfers cSchedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
REV-1547 IX AFP CO1-09)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 170,923.31
9. Funeral Expenses/Adm. Costs/Misc. Expenses cSchedule H) c9) 12,8 8 2.3 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)__ 1.040 .47
11. Total Deductions
C11) _ 13.9 ?.77
12. Net Value of Tax Return C12) 157, 000.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) ci3) .0 0
14. Net Value of Estate Subject to Tax C14) 157, 000 .54
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 C15) •0 0 X 0 0 _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 157, 000.54 X 045 = 7, 065.02
17. Amount of Line 14 at Sibling rate C17) .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
TAY rornrrr_ c19)= 7, 065.02
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
03-18-2009 CDO11011 .00 7,065.02
DATE 08-10-2009
ESTATE OF TANNER WINIFRED M
DATE OF DEATH 10-30-2008
FILE NUMBER 21 08-1096
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
TOTAL TAX CREDIT 7,065.02
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN ~1, 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.) ~~~