HomeMy WebLinkAbout07-10-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-D601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,. - NfM2CE'_'OR`"INHERITANCE TAX
.~_~APR'RAI•SENENT;'-AtLOWANCE OR DISALLOWANCE
• `;d~^.DED~C7,L~dNS~,AND ASSESSMENT OF TAX
C! r ~ ~.,i
~,I,l,~~'-"-, ~ ,r-,~ II'1T
ANDREW H SHAW {,~, ~ `'~" _.; ~N.
STE 11
200 S SPRING GARDEN S
CARLISLE PA 17013
REV-1547 EX AFP (D1-09)
DATE 07-06-2009
ESTATE OF CALAMAN MARLIN V
DATE OF DEATH 11-20-2008
FILE NUMBER 21 08-1194
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-04-2009
(See reverse side under Objections)
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 ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CALAMAN MARLIN V FILE N0. 21 08-1194 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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 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) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 14,259.96
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8)
14,259.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
5,080.82
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,270.69
11. Total Deductions (11) 7.351 .51
6,908.45
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 6,908.45
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:
•00 0 0 00
15. Amount of Line 14 at Spousal rate C15) X = .
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 6,908.45 X 045 = 310.88
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate I18) .00 X 15 = .00
19. Principal Tax Due C19)= 310.88
TAY /`~CTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-06-2009 CD010869 15.54 295.34
TOTAL TAX CREDIT 310.88
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 S1, 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.)