HomeMy WebLinkAbout07-10-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r __ ,•,,°-~ '~~l(TChCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ „-, APPRAI$EH£~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION + OF ~HL~UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 , ~j ~--•
HARRISBURG PA 17128-0601
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JOSEPH E SIKORSKY C~~n4a`~;~ ,- ~ t
HOUCK & GINGRICH
PO BOX 430
LEWISTOWN PA 17044
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS F-
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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 BAIR ALICE M FILE N0. 21 08-0440 ACN 101 DATE 07-06-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
L0. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
(15)
C16)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax C14)
.00
429,245.63
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
I1) .00 NOTE: To insure proper
(2) 83, 094.18 credit to your account,
00 submit the upper portion
(3) . of this form with your
~4) .00 tax payment.
I5) 338 , 732.37
c6) 1, 745.33
~7) 39,254.88
c8) 462,826.76
17,503.73
C9)
clo) 16,077.40
C11) 33.581. - 13
c12) 429,245.63
.00 X
.00 X
c17) . 00 x
c1B) 429,245.63 X
00 _ .00
045 _ .00
12 _ .00
15 _ 64,386.84
c19)= 64,386.84
1 AA I.RCLl 1 J -
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-24-2008 CD009931 177.63 3,375.00
06-24-2008 CD009932 2,970.00 56,430.00
02-13-2009 CD010914 7.47- 1,441.76
REV-1547 EX AFP CO1-09)
DATE 07-06-2009
ESTATE OF BAIR ALICE M
DATE OF DEATH 04-06-2008
FILE NUMBER 21 08-0440
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-04-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 64,386.92
BALANCE OF TAX DUE .08CR
INTEREST AND PEN. .00
TOTAL DUE .08CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DU~
A REFUND- SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)