HomeMy WebLinkAbout10-02-09} COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~yrnj T~~`,'"'"~ r.,.•-~-;.N9TIEE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ ,,~.'1;)~pPRA15BME)NT, ALLOWANCE DR DISALLOWANCE
INHERITANCE TAX DIYISIDN °OF,_UEIFUCI'IONS AND ASSESSMENT OF TAX
PD BOX 288601 ~ , , ._.:
HARRISBURG PA 17128-0601 REY-1547 EX AFP (01-09)
~~~~ ~~.~ ~~ ~~ ~ ~ : ~ ~ DATE D9-28-2009
ESTATE OF ERNEST MATILDA K
DATE OF DEATH 04-21-2008
~r
C~~~:~~ 4~~ FILE NUMBER ~21 08-1046
Q(~Pi,^~~v ~ Cr~',~RT COUNTY CUMBERLAND
JOHN D KILLIAN G~J~, ~ _n., ~t~. ACN 101
218 PINE ST APPEAL DATE: 11-27-2009
H B G P A 1710 8 (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 ~°'1 RETAIN LOWER PORTION FOR YOUR RECORDS E-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP CO1-04] NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ERNEST MATILDA K FILE N0. 21 08-1046 ACN 101 DATE 09-28-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NDTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 2, 103.784.00 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) {4) 605,250.00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property {Schedule E) (5) 34 3,4 43.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets {g) 3,052,477.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
31,804.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4 26.818 .00
11. Total Deductions {11) 458.627.00
12. Net Value of Tax Return (12) 2,593,850.00
300.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts {Schedule J) C13)
2,593,550.00
14. Net Value of Estate Subject to Tax C14)
NOTE: If an assessment was issued previously, lines 14, 15 andfor 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 (16) 2,593,550.00 X 045 = 116,709.75
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) .00 X 15 = .00
19. Principal Tax Due (19)= 116,709.75
TAY (`OCTTTC.
PAYMENT
DATE ECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-10-2008 (0010626 5,835.49 120,000.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 125,835.49
BALANCE OF TAX DUE 9,125.74CR
INTEREST AND PEN. .00
TOTAL DUE 9,125.74CR
IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)