HomeMy WebLinkAbout07-06-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~'l ~' ~ ,.~ [[MN~1`IaCE OF INHERITANCE TAX
,~~I APP.RA~SE~ENT, ALLOWANCE OR DISALLOWANCE
ir_,;,,;i~s"; ~,~QF~"If~~UCTIONS AND ASSESSMENT OF TAX
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WILLIAM C DISSIN(~R"'~`-~' -~~'~~~
DISSINGER & DISSINGER
400 S STATE ST
MARYSVILLE PA 17053
DATE 06-29-2009
ESTATE OF RICE CHIO T
DATE OF DEATH 07-06-2008
FILE NUMBER 21 08-0844
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-28-2009
(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 RICE CHID T FILE N0. 21 08-0844 ACN 101 DATE 06-29-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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:
9. Funeral Expenses/Adm. Costs/Misc. Expenses
10. Debts/Mortgage Liabilities/Liens (Schedule
11. Total Deductions
12. Net Value of Tax Return
C13)
REV-1547 EX AFP (01-09)
(1) 155,000.00 NOTE: To insure proper
(2) 32, 102.06 credit to your account,
00 submit the upper portion
C3) . of this form with your
(4) .00 tax payment.
cs) 2,335.00
c6) 31,211.37
(7) 26,714.84
C8) 247,363.27
37,307.52
(Schedule H) C9)
I) C10) .00
C11) 37.307.52
clz) 210, 055.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
c14) 210,055.75
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) 210,055.75 X 045 = 9,452.51
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 C19)= 9,452.51
TAY !`DCTTTC.
~~PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-17-2009 CD010910 .00 9,210.87
INTEREST IS CHARGED THROUGH 07-14-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DU
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DU
A DCCIIMTI C
TOTAL TAX CREDIT 9,210.87
BALANCE OF TAX DUE 241.64
INTEREST AND PEN. 3.28
TOTAL DUE 244.92 a
E IS LESS THAN S1, NO PAYMENT IS REpUIRED. ~L
E IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
CG DGVCDCG CTTIC AC TYTC Cf1DM Cf1D TMCTDIIrTTf1MC 1
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUA! TAXES
PO Box 280601
DECE
INHERITANCE TAX
EXPLANATION
OF CHANGES
_ ~~ ~~~ iwmo~r~
Chio T. Rice 2108-0844
BY
Sheila Megonnell ~~`v~~ 101
ITEM
SGHEDULE NO_ EXPLANATION OF CHANGES
H B_1 Reduced to $9,472.00. Personal representative fees can only be claimed against probate
assets.
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