HomeMy WebLinkAbout10-02-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,~ hkflTt~£E `OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ppPRAISEMEN7,. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -~`-) - ^DF DEDWCTIONS AND ASSESSMENT OF TAX
PO BDX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
?~l~A ~~~ "2 ~~ ~~: !~2 DATE 10-05-2009
ESTATE OF BABBLER ORA S
C,'.! n~ DATE OF DEATH 04-20-2008
CLLF'; ti ,y„-
QRp=~a~ °'~ J` `~~~ FILE NUMBER 21 09-0433
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C(, -_~ '~`!" r~ ;~. COUNTY CUMBERLAND
CRAIG A HATCH ESQ - ~ '~ ACN 101
GATES ETAL APPEAL DATE: 12-04-2009
1013 MU MMA RD STE 100 (See reverse side under Objections)
LEMOYNE PA 17043 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ --1 R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _ _______________
REY-1547 EX AFP CO1-09) NOTICE OF INHERITANCE^TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BABBLER ORA S FILE N0. 21 09-0433 ACN 101 DATE 10-05-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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
~1) .00 NOTE: To insure proper
C2) 948.00 credit to your account,
submit the upper Rortion
(3) .00 of this form with your
C4) .00 tax payment.
C5) 500.00
C6) .00
~7) 113,233.00
Cg) 114,681.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 13,764.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,58 5.D0
11. Total Deductions I11) 1_~•3F:4.DO
99, 327.00
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13)
99,327.00
14. Net Value of Estate Subject to Tax C14)
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 C15) •00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 99,327.00 X 045 . 4,469.72
17. Amount of Lfne 14 at Sibling rate 1177 .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19 Princi
al Tax Due Ily)= 4,469.72
. p
.z`PAYM NT~~
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-07-2009 CD011203 .D0 1,000.00
INTEREST IS CHARGED THROUGH 10-20-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 1,000.00
BALANCE OF TAX DUE 3,469.72
INTEREST AND PEN. 144.43
TOTAL DUE 3,614.15
~ IF PAID AFTER DATE INDICATED, SEE REVERSE t 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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)