HomeMy WebLinkAbout07-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
• NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES `{ ?-`,~ ', gP•P'R~IISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~ ,"Q;~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 +"f ~-r+ Z
HARRISBURG PA 17128-0601 .~,;J"-" "
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RICKY PATRICK (`~~~~'~ ~Q„ PA:
121 RIDGE HILL RD`""'"
MECHANICSBURG PA 17050-1770
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILLIAMS JOHN H FILE N0. 21 08-0598 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
C1) .00
c2) .00
C3) .00
I4) . 00
cs) 20 , 917.90
c6) .00
I7) . 00
CB)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
20,917.90
APPROVED DEDUCTIONS AND EXEMPTIONS: 9,634.97
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 9'634.97
12. Net Value of Tax Return C12) 11 , 282.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
bject to Tax
t
t
S
f E
V
l ClG) 11,282.93
14. s
a
e
u
ue o
Net
a
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 assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 11,282.93 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •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) •00 X 15 = .00
19 al Tax Due
inci
P (19)= .00
. p
r
, ,+..
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1547 EX AFP (01-09)
DATE 06-29-2009
ESTATE OF WILLIAMS JOHN H
DATE OF DEATH 05-12-2008
FILE NUMBER 21 08-0598
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-28-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)