HomeMy WebLinkAbout08-31-09_ _ _ _
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
" ' '~ ~' ~NQT~CE, ~OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES /KPPRA.I$EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~- 3 r ~ 0!~ :D~DU,GT,~QNS AND ASSESSMENT OF TAX
PO BOX 280601 -• -~
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
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JANE M ALEXANDER ~-
148 S BALTIMORE ST
DILLSBURG PA 17019
DATE 08-24-2009
ESTATE OF TEMPERATO PETER A
DATE OF DEATH 03-11-2008
FILE NUMBER 21 08-0294
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 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 TEMPERATO PETER A FILE N0. 21 08-0294 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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
C1) 78,490.00 NOTE: To insure proper
C2) .Q 0 credit to your account,
0 0 submit the upper portion
C3) . of this form with your
C4) .0 0 tax payment.
c5) . 00
C6) .00
C7) .00
C8) 78,490.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 8,506.92
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 67.677 .70
11 . Total Deductions C11) 76.184 _ 62
12. Net Value of Tax Return C12) 2, 305.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14] 2, 305.38
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) 2, 305.38 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate C17) .0 0 X 1 2 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19.
~av ns Principal Tax Due
~r~r~rn _ C19)= .0 0
1 J
A T
DATE
R C IPT
NUMBER
DIS OUNT +)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CREDIT .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 ~1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)