HomeMy WebLinkAbout07-10-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,;!4 ;_ARP`kA'LS~~18N7, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - OF,DEDUCYIONS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601 . i'V . .•.., REV-1547 EX AFP (01-09)
~1 C1 DATE 07-06-2009
?g JUG. I O P~1 ~' ~~ ESTATE OF ALLEN HEATH L
DATE OF DEATH 07-29-2008
Ir (?~ FILE NUMBER 21 08-0818
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ELYSE E ROGERS QR~~_~''~` `= f"~'~~~ COUNTY CUMBERLAND
ACN 101
635 N 12TH STREET APPEAL DATE: 09-04-2009
SUITE 4 0 0 (See reverse side under Objections )
LEMOYNE PA 17043 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 ALLEN HEATH L FILE N0. 21 08-0818 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) C1) .00 NDTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 1,226,569.89 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 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) 288,026.36
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 1,338,339.59
8. Total Assets fig) 2,852,935.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
138,018.95
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6.118.00
11. Total Deductions C11) 144.1 36 _ 9~i
12. Net Value of Tax Return (12) 2,708,798.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 151,957.33
14. Net Value of Estate Subject to Tax C14) 2,556,841.56
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:
1 , 731 , 627.56
15. Amount of Line 14 at Spousal rate (15) X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 825,214.00 X
17. Amount of Line 14 at Sibling rate (17) •~~ X
Amount of
18 Line 14 taxable at Collateral/Class B rate (18) •~~ X
.
19. Principal
~V I.s rTTTP. Tax Due
00 _ .00
045_ 37,134.63
12 _ .00
15 _ .00
C19)= 37, 134.63
~~ PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-22-2008 CD010443 1,736.84 33,000.00
05-04-2009 CD011190 .00 2,397.78
06-29-2009 SBADJUST .00 1.65
TOTAL TAX CREDIT 37,134.63
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUES Q
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