HomeMy WebLinkAbout07-06-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NICE OFrINHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APpaASS~ ENT iAL,LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION jjF, DC}DI~~TLOM;S; AND ASSESSMENT OF TAX
PO BOX 28D601 . ~., i i _
HARRISBURG PA 17128-0601 i '-'^J~ - ' ~- t, - - REV-1547 EX AFP CO1-D9)
~~~9 ~~~ ~~ ~~ 1 ~ ~ ~~ DATE 06-29-2009
7 ESTATE OF CARLIN RAE E
DATE OF DEATH 04-17-2008
~r~1K ~ FILE NUMBER 21 08-0462
EUGENIA P LESKIE ~~ C~ ~~ ACNNTY lO1BERLAND
57 COUNTRY CLUB RD ~~~~~~ ~.pA APPEAL DATE: 08-28-2009
TURNERSVILLE NJ 08012 (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 YDUR RECORDS ~--- --------------
--------- ------------- -----------------------------------------------------
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CARLIN RAE E FILE N0. 21 08-0462 ACN 101 DATE 06-29-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) C2) .00
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E3 C5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .00
8. Total Assets (g) .00
APPROVED DEDUCTIONS AND EXEMPTIONS: .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5.195.75
11 . Total Deductions C11) S • 1 9~ - 7~
5,195.75-
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (l4) 74 9.99
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
Tear rvcnrrc.
(16) 6,695.73 X 045 = 301.31
c1n • 00 X 12 .00
c1B) .00 X 15 _ .00
(19)= 301.31
PAYME T
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-10-2008 CDO10000 14.08 267.56
INTEREST IS CHARGED THROUGH 07-14-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 281.64
BALANCE OF TAX DUE 19.67
INTEREST AND PEN. .48
TOTAL DUE 20.15
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, 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.)
REV-1470 EX (8-88)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Rae E. Carlin 2108-0462
REVIEWED BY ACN
Sheila Megonnel! 101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
Applied excess deductions from prior return(s).
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