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Home My WebLink About08-31-09 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE `' "~`~,'~~ -`-" '1~~77`I~nF INHERITANCE TAX , BUREAU OF INDIVIDUAL TAXES .}1pPI~AI~fMlENl', ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION ~~DU4TIONS AND ASSESSMENT OF TAX ©~ ~ PO BOX 280601 _, _ . HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09) ~Q~~ ,~,~~7 ~ ~ P~ ^~; a6 DATE 08-17-2009 ESTATE OF CARBAUGH DOROTHY I ~~~~~ ~~ DATE OF DEATH 07-14-2008 ~~~~~t~ ~~~R~ FILE NUMBER 21 08-0779 Q}2 COUNTY CUMBERLAND ~~~~r~~ry}'~ ~~ DAVID A BARK ES ., Q ACN 101 OBRIEN ETAL APPEAL DATE: 10-16-2009 19 W SOUTH S T (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 E-~ ----------------------------------------------- REV-1547 EX AFP CO1-09~ --------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CARBAUGH DOROTHY I FILE N0. 21 08-0779 ACN 101 DATE 08-17-2009 TAX RETURN WAS: C 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) 112, 970.00 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) C3) .0 0 submit the upper portion 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) C5) 115,570.00 6. Jointly Owned Property (Schedule F) C6) .0 0 7. Transfers (Schedule G) C7) .0 0 s. Total Assets C8) 228,540.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 22,296 .32 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0 11 . Total Deductions C11) 2? • ?96 - ~? 12. Net Value of Tax Return C12) 206,243.68 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 206,243.68 NOTE: If an assessment was issued previously, lines 14, 15 and/ar 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 C16) 206,243.68 X 045 9,280.96 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0 19. Principal Tax Due C19)= 9,280.96 TAY f'DCTITTC . PA DATE E T NUMBER ISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 09-23-2008 CD010302 464.05 13,745.00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 14,209.05 BALANCE OF TAX DUE 4,928.09CR INTEREST AND PEN. .00 TOTAL DUE 4,928.09CR C IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)