HomeMy WebLinkAbout08-14-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- •-HO-LICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ ~-"^ AppRpt'S~M~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - OF- pEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 •~`~ ~ <
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HARRISBURG PA 17128-0601
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RONALD B BARNES ~~~~~~~,~':5`s 1 ~;:~ ~~
117 PIN OAK DR
NEW CUMBERLAND PA 17070-2343
REV-1547 EX AFP CO1-09)
DATE 08-10-2009
ESTATE OF HARNER HILDA M
DATE OF DEATH 07-03-2008
FILE NUMBER 21 09-0145
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 4- _ ___________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HARNER HILDA. M FILE N0. 21 09-0145 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 (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
Cl) .0 0 NOTE: To insure proper
C2) .0 0 credit to your account,
C3) .0 0 submit the upper portion
of this form with your
C4) .0 0 tax payment.
c5) __ 6 ,106.34
c6) 7,843.67
Cn .00
C8) 13, 950 . O 1
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 10,8 8 2.7 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions
C11) 10.88 .70
12. Net Value of Tax Return C12) 3, 067.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 3, 067.31
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 C16) 3, 067.31 X 045 = 138.03
17. Amount of Line 14 at Sibling rate C17) • DO 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 r~rnrT~. (19)= 138.03
PA M
DATE EC IPT
NUMBER D COON +)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-20-2009 CD011027 .00 138.03
TOTAL TAX CREDIT 138.03
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 S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)