HomeMy WebLinkAbout07-17-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~-^ ^.-NfFTI6Er0;fc-.ICIHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRdISEMB~IT,`YYLCOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~`~p~ `.D~D1,I.GTI~NS' AND ASSESSMENT OF TAX
PO BOX 280601 _., ti _,, ,_, ,;:4<
HARRISBURG PA 17128-0601 REV-1547 EX AFP t01-09)
~~~9 ~~ ~ 7 ~, ~~~ ,DATE 07-13-2009
STATE OF TAYLOR DOROTHY G
DATE OF DEATH 08-06-2008
G'~~~it r1r
~~ .,r FILE NUMBER 21 08-0996
~'~_~+ `'~ ~~-- -~~~~~ COUNTY CUMBERLAND
HAROLD S IRWIN I I I C~.J ~ ` _ „'~ ^~t• ACN 101
64 S PITT ST APPEAL DATE: 09-11-2009
CARL ISLE PA 17013 (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 TAYLOR DOROTHY G FILE NO. 21 08-0996 ACN 101 DATE 07-13-2009
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 DepositslMisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
tl) .00 NOTE: To insure proper
t2) .00 credit to your account,
00 submit the upper portion
C3) . of this form with your
C4) .00 tax payment.
t5) 1 , 500 .00
c6) 45,500.00
(~) .00
ts) 47, 000.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 12,069.38
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 999.10
11. Total Deductions (11) 13.068.48
C12) 33, 931 .52
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00
T
t C14) 33,931.52
14. ax
o
Net Value of Estate Subject
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
(15)
.00 X 00 = .00
c16) .00 X D45 _ .00
t17) .00 X 12 = .00
t1B) 33,931.52 X 15 = 5,089.73
t19)= 5,089.73
I N/~ ~.RGLi1J:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID t-)
AMOUNT PAID
02-09-2009 CD010876 .00 5,014.68
02-09-2009 CD010877 .00 75.05
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 5,089.73
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" tCR), YOU MAY BE D
A DCCIIAIT ecr orvrocr ,. ~,.r ..~ ~~~~- -^^~~ ^-- -~•---"------- -