HomeMy WebLinkAbout08-03-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAI$EMENT,'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 I REV-1547 EX AFP CO1-09)
`~°„~4 t~3v -~J 1'}i~i ~~' ~~ DATE 07-27-2009
ESTATE OF DIVELBISS RAYMOND E
j ~r
r,r,CLEF;'. ~"
RICHARD C SNELBAKER E~Q~~~r~t i~.:,,,,I,, r-n ~p
SNELBAKER & BRENNEMAN
PO BOX 318
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- -- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E--~ _ ____________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DIVELBISS RAYMOND E FILE N0. 21 07-0580 ACN 101 DATE 07-27-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
N;ESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
~$) 183, 614.13
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 21,367.07
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,087.99
11. Total Deductions (11) 7~.4~,5.06
12. Net Value of Tax Return C12) 160, 159.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) (13) 1,000.00
14. Net Value of Estate Subject to Tax
c14) 159, 159.07
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) 159, 159.07 X 045 = 7, 162.16
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due (19)= 7, 162.16
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-02-2009 CD011069 511.06- 7,674.59
TOTAL TAX CREDIT 7,163.53
BALANCE OF TAX DUE 1.37CR
INTEREST AND PEN. .00
TOTAL DUE 1.37CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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.)
DATE OF DEATH 05-31-2007
FILE NUMBER 21 07-0580
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-25-2009
(See reverse side under Objections
Amount Remitted-~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
cl) 17'L, 000.00
c2) .00
c3) .00
c4) .00
c5) 11 , 614.13
c6) .00
cn .00