HomeMy WebLinkAbout08-03-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES `p,p~pRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 --
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ELIZABETH GOLD ~I*'~,; ~~,~~, r~ ~Q
STE 202 ~-
355 N 21ST ST
CAMP HILL PA 17011
DATE 08-03-2009
ESTATE OF VOGELSONG INGRID K
DATE OF DEATH 05-28-2008
FILE NUMBER 2.L OS-0735
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-02-2009
(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 ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS !-- _______
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF VOGELSONG INGRID K FILE N0. 21 08-0735 ACN 101 DATE OS-03-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
KtJtKYAl1DN coNCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 145,404.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(
00 of this form with your
4) . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6.106.94
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (B) 151 , 510.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6,737.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8.019 .36
11. Total Deductions
(11) 14.76.36
12. Net Value of Tax Return (12) 136, 754.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 136,754.58
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 assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X OD _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 136,754.58 X 045 _ 6,153.96
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 6, 153.96
TAX CRFTITTS.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-05-2009 CD010973 .00 6
153
82
07-27-2009 SBADJUST 00 ,
.
. 4.36
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 6,153.96
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR)r YOU MAY BE DUEL
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)