HomeMy WebLinkAbout10-02-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
• ~~~rr rr ~.~ NOT2CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ' J1ppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,,1 06 DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ 7`~
HARRISBURG PA 17128-0601
REV-1547 EX AFP (O1-D9)
~~~{~ ~~ i -`Z N~ ~~' ~u DATE 09-28-2009
ESTATE OF PATTON ADONIA L
j~,~ DATE OF DEATH 12-01-2007
~~~~~ `~
OR~,~t,'~y'n, ~~fit,~~~j FILE NUMBER 21 08-0367
C, _ ~~, COUNTY CUMBERLAND
SAMUEL L ANDES Cit~`. r^ ~ ACN 101
525 N 12TH ST APPEAL DATE: 11-27-2009
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 _ -~ R_ETA_IN LOWER PORTION 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 PATTON ADONIA L FILE N0. 21 08-0367 ACN 101 DATE 09-28-2009
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) 85,000.00 NOTE: To insure proper
2 Stocks and Bonds (Schedule B) (2) 6 6,08 2.48 credit to your account,
. submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
4. Mortgages/Notes Receivable tSchedule D) (4) .00 tax payment.
5. Cash/Bank DepositstMisc. Personal Property (Schedule E) (5) 204.320.36
6. Jointly Owned Property (Schedule F1 (6) .00
7. Transfers (Schedule G) (7) .0 D
8. Total Assets C8) 355, 402.84
APPROVED DEDUCTIONS AND EXEMPTIONS: 24,303.68
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.246.94
11 . Total Deductions I11) 6 • ~FN _ 62
328,852.22
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) (13)
328,852.22
14. Net Value of Estate Subject to Tax t14)
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 =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 328,852.22 X 045 = 14,798.35
17. Amount of Line 14 at Sibling rate C17) •00 X 12 = .OD
18. Amount of Line 14 taxable at CollaterallClass B rate (18) •00 X 15 = .00
19. Principal
rev nnrnrrc. _ Tax Due C19)= 14,798.35
PAYME T
DATE REC IPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-22-2009 CD011141 .00 14,798.35
BALANCE OF UNPAID INTEREST/PENALTY AS OF
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
04-23-2009 TOTAL TAX CREDIT 14,798.35
BALANCE OF TAX DUE .00
INTEREST AND PEN. 570.86
TOTAL DUE 570.86
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)