HomeMy WebLinkAbout07-17-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-. ;~Nf?TL6ErOf-.INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APRRdI$EM£~IT'I1L(;OWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION %OF.D~DULfIONg:AND ASSESSMENT OF TAX
PO BOX 280601 ri., _, _
HARRISBURG PA 17128-0601 _ ~~ ~ `` REV-1547 EX AFP (01-09)
~~~~ ~~~' ~ ~ ~~ ~~~ 3~STATE OF TAYLOR2009 DOROTHY G
DATE OF DEATH 08-06-2008
C~~~ ~ ~i=
~ 1 ~, ~,n ~ FILE NUMBER 2:L 08-0996
Q~~` ~' ''~~~ COUNTY CUMBERLAND
HAROLD S IRWIN III G~i "_ ~ '~', N. ACN 101
64 S PITT ST APPEAL DATE: 09-11-2009
CARL I SL E PA 17 013 (See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND (:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --1 RETAIN LOWER PORTION FOR YOUR RECORDS ~-
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TAYLOR DOROTHY G FILE N0. 21 08-0996 At;N 101 DATE 07-13-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .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
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) 1,50 0.00
6. Jointly Owned Property (Schedule F) (6) 45,500.00
7. Transfers (Schedule G) (7) .00
e. Total Assets (e) 47, 000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,069.38
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 999.10
11. Total Deductions (11) 1.068.48
12. Net Value of Tax Return (12) 33,931.52
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 33,931.52
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 (15) .00 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 33, 931 .52 X 15 _ 5, 089.73
19. Principal Tax Due (19)= 5,089.73
Tex rornrTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-09-2009 CD010876 .00 5,014.68
02-09-2009 CD010877 .00 75.05
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 5,089.73
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS.