HomeMy WebLinkAbout07-24-09 COMMONWEALTH OF PENNSYLVANIA
_ ,_ ___, ,~Ep,p1RTMENT OF REVENUE
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BUREAU OF INDIVIDUAL TAXES ApPRA~~§EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - OF dEDUCTIDNS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
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7-20-2009
ESTATE OF MATTERN ERNESTINE K
~.~_'_;~~~ `„~'~ DATE OF DEATH 06-02-2008
~~'~' ~T FILE NUMBER 21 08-0675
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(`~," " .'- _ '~. ~~. COUNTY CUMBERLAND
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JAYMA A WOODITCH ACN 101
504 INDIANA AVE APPEAL DATE: 09-18-2009
LEMOYNE PA 17043 (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 ~
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MATTERN ERNESTINE K FILE N0. 21 08-0675 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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
C1) .00 NOTE: To insure proper
(2) .00 credit to your account,
00 submit the upper portion
C3) . of this form with your
C4) .00 tax payment.
(5) 31 , 866.73
c6) .00
c7) .00
($) 31,866.73
5,364.66
(9)
(lo) 3.467.05
(11) 8.831 .71
c12) 23, 035.02
Non-elected 9113 Trusts (Schedule J) C13) •00
C14) 23, 035.02
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
TAY f QCnTTC.
C15) • 00 X
(16) 23, 035.02 X
C17) .00 X
(18)
.00 X
00 _ .00
045= 1,036.58
12 _ .00
15 = .00
(19)= 1,036.58
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-02-2009 CD010958 .00 1,036.58
TOTAL TAX CREDIT 1,036.58
BALANCE OF T'AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TDTAL DUE IS LESS THAN ~1, 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.) `J
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