HomeMy WebLinkAbout08-31-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NDTIGE,AF INHERITANCE TAX
APPRAISEMENt, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
1~?~ ~~u .~ 4 t'i'~1 .~~ {~~
QRPH~,N `i ;~;U'J~
~ ~:
RICHARD C SNEL$AKER ~~~~"~ r p~' ^'~,. PA,
SNELBAKER & BRENNEMAN
44 WEST MAIN ST
MECHANICSBURG PA 17055
DATE 08-24-2009
ESTATE OF GETZ DORIS M
DATE OF DEATH 05-20-2007
FILE NUMBER 21 07-0591
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-23-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ -~-) R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ __________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GETZ DORIS M FILE N0. 21 07-0591 ACN 101 DATE 08-24-2009
TAX RETURN WAS: (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) (1) 154,900.00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7,116.08
6. Joihtly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 15,838.38
8. Total Assets (g)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
177,854.46
APPROVED DEDUCTIONS AND EXEMPTIONS:
31,856.06
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 34 6.91
11. Total Deductions (11) _ 37.90 _ 97
12. Net Value of Tax Return (12) 145,651.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) .00
14. Net Value of Estate Subject to Tax (14) 145, 651 .49
NOTE: If an assessment was issued previously, lines I4, 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 (15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 145,651.49 X 045 = 6,554.32
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 1 5 _ .00
19. Principal Tax Due (ly)= 6,554.32
TAY !`DCTTTC.
PAYM NT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-30-2D09 CD011059 .00 6,554.32
BALANCt OF UNPAID INTEREST/PENALTY AS OF
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
03-31-2009 TOTAL TAX CREDIT 6,554.32
BALANCE OF TAX DUE ,Q0
INTEREST AND PEN. 476.32
TOTAL DUE 476.32
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A DCCIIIJTI ccG REVERSE STl]E OF THIS FORM FOR INSTRUCTIDNSJ