HomeMy WebLinkAbout07-06-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION " ]lpp~-gr,Dg€~~T,f•,+.A L,-LOWANCE OR DISALLOWANCE
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PO BOX 280601 .
D ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 ,
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DATE 06-29-2009
L~Q9 JUL `6 Afi~ ~~: Qy ESTATE OF BEHMAN ADA H
DATE OF DEATH 11-11-2007
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APPEAL DATE: 08-28-2009
2000 LINGLESTOWN RD 2 (See reverse side under Objections)
HBG PA 17110 Amount Remitted --~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- ---) R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BEHMAN ADA H FILE N0. 21 07-1130 ACN 101 DATE 06-29-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
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 (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11
12
13
14
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 1 .512.11
c6) 22,526.92
cn 56,684.56
c8) 80,723.59
14,596.23
(9)
clo) 3,453.84
Total Deductions (11) 7 S • 0 0 . 07
Net Value of Tax Return C12) 62,673.52
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
Net Value of Estate Subject to Tax
(15)
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
rex racnrre.
c14) 62,673.52
.00 X 00 =
c16) 52, 673.52 X
c17) • 00 x
Ilg) 10,000.00 X
.00
045= 2,370.31
12 _ .00
15 _ 1,500.00
c19)= 3,870.31
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-31-2008 CD010087 .00 3,000.00
02-10-2009 CD010888 28.59- 898.90
06-22-2009 SBADJUST .00 .03
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDNAL INTEREST.
TOTAL TAX CREDIT 3,870.31
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
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