HomeMy WebLinkAbout07-17-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r-.~~ 71lO!f'f.'C~ , OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 't
_.., AP4~kAI~~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISIDN ~~ - ~ DEDi~~T10NS AND ASSESSMENT OF TAX
PD BDX 280601 ~,Y . i ; ~ ~i i .. -
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SNELBAKER & BRENNEMAN
PO BOX 318
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ RETA_IN LOWER PORTION FOR YOUR RECD_RDS E~ _ ___________ ___
REV-1547 EX AFP CO1-09~ NOTICE-OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TURNER GEORGE M FILE N0. 21 08-0161 ACN 101 DATE 07-06-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: 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 Dwned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
~1) 210,000.00 NOTE: 7o insure proper
I2) .00 credit to your account,
.00 submit the upper portion
C3) of this form with your
~4) .00 tax payment.
~y) 4,198.89
I6) . 00
~7) 71, 836.89
~$) 286,035.78
APPROVED DEDUCTIONS AND EXEMPTIONS: 16,943.43
9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8.638.4 2
11. Total Deductions (11) ?5.587 .85
12. Net Value of Tax Return t12) 260,453.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax
(14)
260,453.93
NOTE: If an assessment was issued previously, lines 14, 15 andlor 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
74,411.89 00 .00
15. Amount of Line 14 at Spousal rate (15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 186,042.04 X 045= 8,371.89
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 inci
al
P Tax Due C19)= 8,371.89
. p
r
~^ PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-20-2009 CD010928 .00 8,321.32
INTEREST IS CHARGED THROUGH 07-21-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
REV-1547 EX AFP CO1-09)
DATE 07-06-2009
ESTATE OF TURNER GEORGE M
DATE OF DEATH 02-11-2008
FILE NUMBER 21 08-0161
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-04-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 8,321.32
BALANCE OF TAX DUE 50.57
INTEREST AND PEN. 139.91
TOTAL DUE 190.48
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C 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 RFFIINn ccr orvr.,~r ..--- --
REV-1470 EX (8-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
NAME
George M. Turner
BY
Destiny S.R.Brown
FILE NUMBER
2108-0161
101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
INHERITANCE TAX
EXPLANATION
OF CHANGES
Row Page 1