HomeMy WebLinkAbout07-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
• •-~.,-,~, •~•.KqT-LC,E__OE,.INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ppp&A~SFMENT,~ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 6'F ]~EL)I~CT~LDNS AND ASSESSMENT OF TAX
PO BOX 280601 1 ~
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HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
~~~~~t{~ _c A~~~~ O~ DATE 06-29-2009
u v ii ESTATE OF NEAL IDA M
M ~ DATE OF DEATH 04-26-2008
v1.G~i ~r~yy FILE NUMBER 21 08-0513
/~ ~~~~~~ CilJt,~l COUNTY CUMBERLAND
DOUGLAS G MILLER L~~~s~~`~v ~„ ~; ACN 101
IRWIN 81 MCKNIGHT APPEAL DATE: 08-28-2009
6 0 W P O M F R E T S T (See reverse side under Objections )
CARLISLE PA 17013 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 f- _ _______________
REV-1547 EX AFP (01-09 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NEAL IDA M FILE N0. 21 08-0513 ACN 101 DATE 06-29-2009
TAX RETURN WAS: C 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.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
C1) 40,000.00
Iz) .00
c3) .00
c4) .00
c5) 255.81
c6) .00
I7) .00
cs)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
40,255.81
APPROVED DEDUCTIONS AND EXEMPTIONS: 13,857.69
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.7 75 .82
11. Total Deductions (11) 17'6;;'~1
12. Net Value of Tax Return (12) 22, 622.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
Tax
t t
S
b
t C14) 22, 622.30
14. o
u
jec
e
Net Value of Esta
NOTE: If an assessment was issued previously, l ines 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:
•00
00
.00
15. Amount of Line 14 at Spousal rate C15) =
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 22, 622.30 X 045 = 1, 018.00
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
Due
l T
i
P
i (lg)= 1,018.00
19. ax
nc
pa
r
IMA YI~LL11.a•
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-11-2009 (0010894 .00 1,018.00
06-22-2009 SBADJUST .00 2.23
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 1,018.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~``
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE Dtl~(
e Rcriiun- sFF REVERSE sTnE OF THIS FORM FOR INSTRUCTIONS.) (( ~~