HomeMy WebLinkAbout07-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
•~ -,- r•~O'~~,'~ aMHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES /rpP{~pt.h~j4~-1T, A.LL`OWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ;~p"F.~J~"flU~`TIQ!($ ;AND ASSESSMENT OF TAX
PO BOX 280601 ~,, ., ~. i .,t .:,;._„
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
~~(~(~ 11th _~ ~M,#~ fl~DATE 06-29-2009
.!u ESTATE OF NESBIT RUTH D
DATE OF DEATH 05-18-2008
~~-~~ ~ FILE NUMBER 21 09-0159
~1p~~Nl~ ~~ COUNTY CUMBERLAND
DAVID D NESBIT CWb'1c~.~~ GQ„ ~ ACN 101
1774 S MEADOW DR APPEAL DATE: 08-28-2009
MECHANICSBURG PA 17055 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 NESBIT RUTH D FILE N0. 21 09-0159 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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) •~0
7. Transfers (Schedule G) (7) 607,523.00
8. Total Assets (g) 607,523.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 3,700.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 3.700.00
12. Net Value of Tax Return (12) 603,823.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (ly) 603,823.00
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 C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 603,823.00 X 045. 27,172.00
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due (19)= 27, 172.00
TAX CREDITS•
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-17-2009 CD010907 .00 27,172.00
TOTAL TAX CREDIT 27,172.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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 ~
n orruun crG RGVFRCF STTIF OF THTS FORM FOR INSTRUCTIONS.)