HomeMy WebLinkAbout07-06-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
PETER J RESSLER ESQ
METTE ETAL
PO BOX 5950
HARRISBURG PA 17110-0950
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ti _ NOTICE OF INHERITANCE TAX
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ePPRJ1~SE~ENT,~ /CL40WANCE OR DISALLOWANCE
_ ' ~,;Of~-.DEDUCT,ION~, AND ASSESSMENT OF TAX
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REV-1547 EX AFP (D1-09)
DATE 06-29-2009
ESTATE OF CAMPBELL SR RICHARD L
DATE OF DEATH 01-11-2008
FILE NUMBER 21 09-0034
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-28-2009
(See reverse side under Objections)
Amount Remitted- -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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GIER~ OF
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CAMPBELL SR RICHARD L FILE N0. 21 09-0034 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) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C)
(3)
.0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8.3 30.2 2
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets fig) 8,330.22
APPROVED DEDUCTIONS AND EXEMPTIONS:
8,120.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 60.000.00
11. Total Deductions C11) 6R.I20.no
12. Net Value of Tax Return C12) 59,789.78-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 59,789.78-
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 (15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 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. Principal Tax Due C19)= .00
TAX CREDITS•
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX CREDIT .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" CCR), YOU MAY BE DUE
A REFl1ND_ SEE REVERSE STDE OE TNTS FORM FOR TNSTRIICTTONC ~