HomeMy WebLinkAbout07-10-09 COMMONWEALTH OF PENNSYLVANIA
w' ": ;;^~`7~~/.CitTMENT OF REVENUE
k(OT~ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES E .- APPR,IkISE~MEN~, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 (~ Irr,~~r [ REV-1547 EX AFP CO1-09)
~~ ! V 1 9 z !' ~~
~
~
J
.; t
L
DATE 07-06-2009
~L~~, ~1 r~ ESTATE OF PURSLEY DONNA M
DATE OF DEATH 11-16-2008
O~Y '~~' L 't~~"~'
^~ ^!~ FILE NUMBER 21 08-1178
~'l
'
° - v ~ COUNTY CUMBERLAND
J
GERALD J SHEKLETSKI ACN 101
414 BRIDGE ST APPEAL DATE: 09-04-2009
PO BOX E (See reverse side under Objections)
NEW CUMBERLAND PA 17070 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ --~ R_ETA_IN LOWER POR_TION
FOR YOUR RECORDS t-
REV-1547 EX AFP CO1-09) _
_ __________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PURSLEY DONNA M FILE N0. 21 08-1178 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)
20. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
C1) .0 0 NOTE: To insure proper
c2) 9,029.60 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 258, 198.76
t6) .00
cn 113,516.61
c8) 380,744.97
21,883.30
(9)
clo) .00
C11) 77 .883_ . ~~
c1z) 358,861.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
C13)
00
c14) 358,861.67
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
rex rornrTe.
(15)
.00 X
C16) 358,861.67 X
cln .00 x
C18)
.00 X
00 = .00
045= 16,148.78
12 _ .00
15 = .00
C19)= 16, 148.78
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-12-2009 CD010903 807.44 15,341.34
TOTAL TAX CREDIT 16,148.78
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" CCR), YOU MAY BE DUE ~"
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) /~.rt