HomeMy WebLinkAbout07-24-09COMMONWEALTH OF PENNSYLVANIA
BEPARTMENT OF REVENUE
'- ".NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ - APPkA~SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~- - - ~ ~ -
HARRISBURG PA 17128-0601
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JOHN H MAY ESQ C,~.~~ ~ ~ ~'"
MAY METZGER ZIMMERMAN
49 NORTH DUKE STREET
LANCASTER PA 17602
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ -~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS 4-- _ _______________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LIGHT FAITHE M FILE N0. 21 08-0693 ACN 101 DATE 07-20-2009
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 50,401.04 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) t5) 13,241.80
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 119,345.55
8. Total Assets fig) 182, 988.39
APPROVED DEDUCTIONS AND EXEMPTIONS: 12,284.64
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5.829.06
11. Total Deductions (11) I8•~l;-~~
12. Net Value of Tax Return C12) 164,874.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) (13) .00
14. Net Value of Estate Subject to Tax I14) 164,874.69
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
00
.00
15. Amount of Line 14 at Spousal rate (15) . X 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at CollaterallClass B rate (16) 164,874.69 X 15 24,731.20
19. Principal Tax Due (19)= 24,731.20
~~ PAYMENT~~
DATE REC IPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-15-2008 CD010279 1,200.00 22,800.00
02-23-2009 CD010935 .00 731.20
REV-1547 EX AFP CO1-09)
DATE 07-20-2009
ESTATE OF LIGHT FAITHE M
DATE OF DEATH 06-18-2008
FILE NUMBER 21 08-0693
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-18-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 24,731.20
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" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)