HomeMy WebLinkAbout07-10-09
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.NQ~IC,~ ,p r,1~I~RITANCE TAX
BUREAU OF INDIVIDUAL TAXES /jkPRR'Q~&~'~!1ENTr ;0+4~O~A~ICE OR DISALLOWANCE
INHERITANCE TAX DIVISION -~,rp4E~yCT~ON&~/-NI~. ASSESSMENT OF TAX
PO BOX 280601 -•_
REV-1547 EX AFP CO1-09)
HARRISBURG PA 17128-0601 t~~._ ``"'~
~~„~ ~~ TE 07-06-2009
TATE OF HENRY DOROTHY L
DATE OF DEATH 11-18-2008
G~,,-,,,~~t,, FILE NUMBER 21 08-1174
J h?~".
L`v, ;hr <.,; ~~~iiUi ; i COUNTY CUMBERLAND
ANDREW C SHEELY ('.j ~'.. _ `~_'E _ "''~ (~~,ACN 101
127 S MARKET ST APPEAL DATE: 09-04-2009
PO BOX 95 (See reverse side under Objections)
MECHANICSBURG PA 17055 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 F-
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HENRY DOROTHY L FILE N0. 21 08-1174 ACN 101 DATE 07-06-2009
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) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (schedule B) C2) 1,367.4 8 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3 0,593.74
6. Jointly Owned Property (Schedule F) (6) 203, 990.79
7. Transfers (Schedule G) C7) .00
~$) 235, 952. O1
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 9,038.35
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 267.33
11. Total Deductions C11) 9•i0~-A8
C12) 226, 646.33
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax ClG) 226,646.33
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) '00 X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 226,646.33 X
17. Amount of Line 14 at Sibling rate (17) .00 X
18. Amount of Line 14 taxable at Collateral/Class B rate C18) '00 X
19. Principal Tax Due
00 = .00
045_ 10,199.08
12 _ .00
15 _ .00
(19)
, ....
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-13-2009 CD010901 509.95 9,689.15
_ 10,199.08
TOTAL TAX CREDIT 10,199.10
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
* 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 DUE
O RFFIINTI_ SFF REVERSE SLDE OF THIS FORM FOR INSTRUCTIONS.)