HomeMy WebLinkAbout08-14-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
r`APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ . ~ ~ ^' '•. ! OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~_
HARRISBURG PA 17128-0601 ~ , , ' - :, , ,_ ,_,
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DILLSBURG PA 17019
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c2) .00
c3) .00
c4) .00
c5) 9 , 969.29
c6) 196,288.47
cn .00
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF REBERT JOSEPHINE E FILE N0. 21 08-1222 ACN 101 DATE 08-10-2009
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest cSchedule C)
4. Mortgages/Notes Receivable cSchedule D)
5. Cash/Bank Deposits/Misc. Personal Property cSchedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers cSchedule G)
8. Total Assets
REV-1547 EX AFP (01-09)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 206,257.76
APPROVED DEDUCTIONS AND EXEMPTIONS:
22,754 .27
9. Funeral Expenses/Adm. Costs/Misc. Expenses cSchedule H) c9)
10. Debts/Mortgage Liabilities/Liens cSchedule I) c10) 7,0 31 .19
11 . Total Deductions C11) 79 . 78~ _ 46
12. Net Value of Tax Return C12) 176,472.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts cSchedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 176,472.30
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) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 176,472.30 X 045 = 7,941.25
17. Amount of Line 14 at Sibling rate C17) .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)= 7, 941 .25
Tear rQCnrrc.
PA MENT
DATE ECEIP
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-05-2008 CD010610 157.50 2,992.50
03-18-2009 CD011016 .00 4,791.25
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE 08-10-2009
ESTATE OF REBERT JOSEPHINE E
DATE OF DEATH 09-06-2008
FILE NUMBER 21 08-1222
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 7,941.25
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
c IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUES ''1`
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)