HomeMy WebLinkAbout07-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.- - -NO,bCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,, _ .lt~~~A~`SEM~E•NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 11 ~ ~~ tpED~l1~TI0NS AND ASSESSMENT OF TAX
PO BOX 280601 ,_ „~,,,~ t _, i ,~ . ~ t ..._:. .
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
G~i,~9 }~!~ _~ ~~ (~~ Q~ DATE 06-29-2009
G ~3V U ESTATE OF AMATO MARY K
~~++ ~~11 DATE OF DEATH 10-08-2008
L1L~~}Svn~!'y~ T FILE NUMBER 21 08-1061
~p~~~J ~iVVRi COUNTY CUMBERLAND
STEPHEN D TILEY ~~~~~~ GQ„ ~ ACN 101
5 S HANOVER ST APPEAL DATE: 08-28-2009
CARLISLE PA 17013 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
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 AMATO MARY K FILE N0. 21 08-1061 ACN 101 DATE 06-29-2009
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) C1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 670,648.00 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L3) 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) 297.00
6. Jointly Owned Property (Schedule F) (6) 109,908.00
7. Transfers (Schedule G) (7) .00
e. Total Assets fig) 780,853.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 18,646.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,122.0 0
11. Total Deductions (11) 20.768.00
12. Net Value of Tax Return C12) 760, 085.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax X14) 760, 085.00
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
c15) • 00 X 00 = .00
c16) 651,358.00 X 045 = 29,311.00
cln • 00 X 12 = . 00
c1B) 108,727.00 X 15 = 16,309.00
Cly)= 45,620.00
~" PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-19-2009 CD010922 .00 45,620.00
TOTAL TAX CREDIT 45,620.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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" (CR), YOU MAY BE DUE
O RFFIIND_ SEE REVERSE SLDE OF THIS FORM FOR INSTRUCTIONS.)