HomeMy WebLinkAbout08-31-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2806D1
HARRISBURG PA 17128-0601
DALE F SHUGHART
10 WEST HIGH ST
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
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- ~ `~NO.TICE OF INHERITANCE TAX
r APP,RA`i~SE~IENT, ALLOWANCE OR DISALLOWANCE
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PA 17013
REV-1547 EX AFP CO1-09)
DATE 08-24-2009
ESTATE OF RITLAW JUNE B
DATE OF DEATH 09-20-2008
FILE NUMBER 21 08-1033
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-23-2009
(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 ALON_6 THIS LINE _ ~- R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _ ___
REV-1547 EX AFP-CO1-09~ NOTICE OF INHERITANCE TAX-APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RITLAW JUNE B FILE N0. 21 08-1033 ACN 101 DATE ____________
08-24-2009
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) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .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) 2 6,9 7 9.67
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 26, 979.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 4,746.74
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C 10) 810 .8 2
11 . Total Deductions C11) ~ . ~~7 - ~6
12. Net Value of Tax Return C 12) 21 , 422.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trust s (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 21,422.11
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) • DO X 00 _ . 00
16 . Amount of Line 14 taxable at Lineal/Class A rate C 16) 21 , 422.11 X 045 ~ 963.99
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) •0 0 X 1 5 _ .0 0
19. Principal Tax Due C19)= 963.99
TAY f`DCi1TTC.
A M N
DATE R I T
NUMBER ISCOUNT C+
INTEREST/PEN PAID C-) AMOUNT PAID
04-07-2009 CD011083 .00 963.99
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 963.99
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)