HomeMy WebLinkAbout07-24-09COMMONWEALTH DF PENNSYLVANIA
DEPARTMENT OF REVENUE
`t NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ AppR/kISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 "~" '-" ' ''`
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
~~s7~~~~C~~+ ~I ~~ ~~ DATE 0'7-20-2009
ESTATE OF REIGN SARAH L
^"-~"" !'~',= DATE OF DEATH 07-31-2008
'vL
r;~~u •: ~~ ,' =?T FILE NUMBER 21 08-0837
l.,! _
~' ^', COUNTY CUMBERLAND
LINDA J LUNDBE~B~VP -` ~ ACN 101
PO BOX 308 APPEAL DATE: 09-18-2009
4242 CARLISLE PIKE (See reverse side under Objections)
CAMP HILL PA 17011 Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND (:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _ _______________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF REIGN SARAH L FILE N0. 21 08-0837 ACN 101 DATE 07-20-2009
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 967,750.75
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
e. Total Assets (g) 967, 750.75
APPROVED DEDUCTIONS AND EXEMPTIONS:
70x140.18
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7.522.46
I1. Total Deductions (I1) 77.667.64
12. Net Value of Tax Return (12) 890,088.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 884,088.11
14. Net Value of Estate Subject to Tax (14) 6,000.00
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 (15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 045 _ .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 __ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 6, 000.00 X 15 _ 900.00
19. Principal Tax Due C19)= 900.00
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-10-2008 CD010405 45.00 855.00
TOTAL TAX CREDIT 900.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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.)