HomeMy WebLinkAbout07-10-09
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RADCLIFF LAW OFC
1011 MUMMA RD STE 201
LEMOYNE PA 17043
ESTATE OF SUTHERLIN DOROTHY G
DATE OF DEATH 05-25-2007
FILE NUMBER 21 07-0557
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-04-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS E- _ _______________
REV-1547 EX AFP CO1-091 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SUTHERLIN DOROTHY G FILE N0. 21 07-0557 ACN 101 DATE 07-06-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
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) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 64,365.92
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
(g) 64,365.92
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 1,945.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 1 .945.00
12. Net Value of Tax Return (12) 62,420.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00
Subject to Tax
t
t
f E
t V
l (14) 471,279.73
14. s
a
e
ue o
Ne
a
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
19. Principal Tax Due
t r n _
(15)
C16)
.00 X
00 _ .00
045_ 21,207.59
12 _ .00
15 _ .00
c19)= 21,207.59
471,279.73 X
C17) .00 X
rate C18) • 00 X
~^ PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-18-2007 CD008572 947.37 18,000.00
06-05-2008 REFUND .00 521.28-
01-22-2009 CD010808 27.44- 2,808.94
BALANCE OF UNPAID INTEREST/PENALTY AS OF
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
01-23-2009 TOTAL TAX CREDIT 21,207.59
BALANCE OF TAX DUE .00
INTEREST AND PEN. 136.39
TOTAL DUE 136.39
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. /
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE,
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~