HomeMy WebLinkAbout07-10-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ..-APPR7Y1~SEfI~NT', ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DF DEDUCTT.ON~, AND ASSESSMENT OF TAX
PO BOX 280601 :- -. ---
HARRISBURG PA 17128-0601 •- . ,_ ~ REV-1547 EX AFP CO1-09)
DATE 07-06-2009
~~~~ ~ {~ { ~ C's? ~' ~~ ESTATE OF GRIM JUNE M
DATE OF DEATH 02-14-2008
n~ r•'~ FILE NUMBER 21 08-0191
c~~t ~~ ,^1'1 ~ T COUNTY CUMBERLAND
JAMES M ROBINSON 4~~~r' ~S~t ~,~~~~. ACN 101
TURD LAW OFFICES Cv¢f-` ~ APPEAL DATE: 09-04-2009
28 SOUTH PITT STREET (See reverse side under Objections)
CARLISLE PA 17013 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 GRIM JUNE M FILE N0. 21 08-0191 ACN 101 DATE 07-06-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) .00
2. Stocks and Bonds (Schedule B) C2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
~$) .00
APPROVED DEDUCTIONS AND EXEMPTIONS: .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 21.8 36.78
11. Total Deductions (11) ?) •836-78
12. Net Value of Tax Return C12) 21,836.78-
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
456,991.15
14. Net Value of Estate Subject to Tax C14)
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
rTTT[. _
C5) .00
c6) .00
C7) .00
C15) .00 X
C16) 456,991.15 X
C17) • 00 x
ClB)
00 _ .00
045_ 20,564.60
12 _ .00
15 _ .00
Cly)= 20,564.60
~-`PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-09-2008 CD009690 1,028.23 20,469.90
TOTAL TAX CREDIT 21,498.13
BALANCE OF TAX DUE 933.53CR
INTEREST AND PEN. .00
TOTAL DUE 933.53CR
.00 X
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ,f
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUEL-.(~(
A RRFIINn_ SFF REVERSE STTIF AF THiS FORM FOR INSTRUCTIONS) 'fi `