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HomeMy WebLinkAbout07-10-09 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 'l NAfi'f-L~ ~OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES AP~'RAIBEME~I'T, ; ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION , pF D~DI~CTIdj~IS AND ASSESSMENT OF TAX PO BOX 280601 ~-_. HARRISBURG PA 17128-0601 ~`~' REV-1547 EX AFP (01-09) 2~~9 J~~~ ~ o ~ `: 3~ DATE 07-06-2009 ESTATE OF ARNDT ROBERT E DATE OF DEATH 03-12-2002 ~~'~{ c~ ~~ . FILE NUMBER 21 08-0649 - `~i~~ ~ ~~~r"!~r~5 CUMBERLAND ~ A COUNTY ~ JENNIFER DENCHAK WETZ~~h „ __".-• -~ - ACN 101 METTE ETAL APPEAL DATE: 09-04-2009 PO BOX 5950 (See reverse side under Objections) HBG PA 17110-0950 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 ARNDT ROBERT E FILE N0. 21 08-0649 ACN 101 DATE 07-06-2009 TAX RETURN WAS: C 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) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11 12 13 14 Total Deductions Net Value of Tax Return cl) .00 cz) 30 , 223.77 C3) .00 C4) .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CS) 17 , 710.63 C6) .00 n) 258,217.16 CB) 306,151.56 15,340.00 (9) clo) 530.59 C11) 1~.870.~9 c12) 290,280.97 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J3 C13) .00 290,280.97 Net Value of Estate Subject to Tax (14) 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 19. Principal Tax Due TAY !`D CIITTC. C15) 121,287.68 X 00 _ .00 C16) 168,993.29 X 045 _ 7,604.70 cln .00 X 12 _ .00 rate c18) .00 X 15 _ .00 C19)= 7,604.70 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 01-22-2009 CD010809 2,788.54- 10,394.28 TOTAL TAX CREDIT 7,605.74 BALANCE OF TAX DUE 1.04CR INTEREST AND PEN. .00 TOTAL DUE 1.04CR ~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. /~ FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE_~/ e cGrnNn_ sEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) /_-TICS