HomeMy WebLinkAbout08-14-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-D601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_. __ ~NOT,ICE OF INHERITANCE TAX
_ ';;APPRA~SEMENT, ALLOWANCE OR DISALLOWANCE
''~ ' ~°` '' Of DEDUCTIONS AND ASSESSMENT OF TAX
~~~9 BUG i 4 ~ !Z~ ~ 6
~~~~~ Q~
o~~~~s ~;~uRT
JAMES D BOGAR ~u~~~~~_.~~.~14) ~'~"'
BOGAR B HIPP LAW OFCS
1 W MAIN ST
SHIREMANSTOWN PA 17011
REV-1547 IX AFP CO1-09)
DATE 08-10-2009
ESTATE OF COLLITT JOSEPHINE L
DATE OF DEATH 12-21-2008
FILE NUMBER 21 08-1286
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
CUT ALON_6 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 COLLITT JOSEPHINE L FILE N0. 21 08-1286 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) Cl) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
9,0 0 0.0 0 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7 6.8 04.25
6. Jointly Owned Property (Schedule F) (6) 2, 938.83
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (g) 88, 743.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 12,4 0 0.68
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)__ 0
11 . Total Deductions
(11) 1 7.400 _ 68
12. Net Value of Tax Return C12) 76, 342.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 76, 342.40
NOTE: If an assessment was issued previously, l ines 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 C16) 76,342.40 X 045 = 3,435.41
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
TAY rornrTC• _ (19)= 3,435.41
AY NT
DATE ECEIPT
NUMBER ISCOUN C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-20-2009 CD011021 171.77 3,263.64
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 3,435.41
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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)