HomeMy WebLinkAbout07-06-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO 80X 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
^ ' r` t 11..'`'~ ;' !.NOTICE OF INHERITANCE TAX
' APPkA~SEMENT, ALLOWANCE OR DISALLOWANCE
,',\~ iii': `y ',Df!_pEDUCTIONS AND ASSESSMENT OF TAX
2009 JUl. -6 AM { i ~ 0~.
CLEf~K C3~
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RALPH W WIRE J~~ttl~-~~~ ~•~
R WM WIRE ASSOCIATES
19 S 19TH ST
CAMP HILL PA 17011-5402
(15)
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS H _ _______________
REV-1547 EX AFP (01-09 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KELLY DOLORES FILE N0. 21 08-0518 ACN 101 DATE 06-22-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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
C1) 189,900.00 NOTE: To insure proper
(2) ,00 credit to your account,
00 submit the upper portion
C3) . of this form with your
C4) .00 tax payment.
c5) 8 , 975.87
t6) 80,764.87
c7) .00
cs) 279,640.74
APPROVED DEDUCTIONS AND EXEMPTIONS: 48,147.77
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 182.9 3
11. Total Deductions C11) ~+g•-ijD-~N
12. Net Value of Tax Return C12) 231,310.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 231 , 310.04
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
.00 x 00 _ .00
045_ 10,408.96
12 _ .00
15 _ .00
c19)= 10,408.96
c16) 231,310.04 X
c17) • 00 x
c18) • 00 x
INA ~. I~GLiIJ.
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-23-2008 CD010048 520.45 12,000.00
TOTAL TAX CREDIT 12,520.45
BALANCE OF TAX DUE 2,111.49CR
INTEREST AND PEN. .00
TOTAL DUE 2,111.49CR
* 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" CCR), YOU MAY BE DUE
D RFFIINTI_ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ,
REV-1547 EX AFP (01-09)
DATE 06-22-2009
ESTATE OF KELLY DOLORES
DATE OF DEATH 05-04-2008
FILE NUMBER 21 08-0518
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-21-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: