HomeMy WebLinkAbout08-03-09
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE DF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DF- DEDUCTIONS AND ASSESSMENT OF TAX
PD BOX 280601
HARRISBURG PA 17128-0601 REY-1547 EX AFP CO1-09)
L~J~ ii~ii "~ f'i ~~~ ZZ DATE 07-27-2009
ESTATE OF BRUCE CAROL L
";~'~ DATE OF DEATH 05-16-2008
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Ot~P;'n~'j ~i~u~~+ FILE NUMBER 21 08-0568
ROBERT R BLACK CU~v~ f '-~'" ~~-' '~-`~-~~ ~ ~p~ COUNTY CUMBERLAND
ACN 101
LANDIS & BLACK APPEAL DATE: 09-25-2009
36 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 BRUCE CAROL L FILE N0. 21 08-0568 ACN 101 DATE 07-27-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) 10,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets ($) 10, 000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) .DO
12. Net Value of Tax Return (12) 10, 000.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .1) C13) .00
14. Net Value of Estate Subject to Tax C14) 536,899.60
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 0 0 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 536,899.60 X 045= 24,160.48
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) •00 X 15 _ .00
19. Principal Tax Due
TAY I"DrTTTr. (19)= 24, 160.48
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-12-2008 CD010120 947.37 18,000.00
02-27-2009 CD010949 .65- 5,213.76
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-28-2009 TOTAL TAX CREDIT 24,160.48
BALANCE OF TAX DUE .00
INTEREST AND PEN. 7.21
TOTAL DUE 7,21
~ 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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)