HomeMy WebLinkAbout10-05-09 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA ]7128-0601
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SARAH E MCCARROLL ES~~ ~~~ _ rr~~_~^T
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GATES ETAL ~- Pty,
1013 MUMMA RD STE 100
LEMOYNE PP. 17043
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DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
:`'-n,~'v~!Rjtp+,I,S~6MlN~., ALLOWANCE OR DISALLOWANCE
OF-D EDU~CTIOtJS AND ASSESSMENT OF TAX
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REV-1547 EX AFP (01-09)
DATE 09-21-2009
ESTATE OF GREENE WILLIAM J
DATE OF DEATH 07-15-2007
FILE NUMBER 21 D9-0366
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-20-2009
(See reverse side under Objections)
Amount Remitted ~ ~
c 1
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
2QG~ OAT -`J ~~~ f l ~ ~ 7
CUT ALONG THIS LINE -- RETAIN LOWER PORTION FOR YOUR RECORDS 4-
RE`d-1547 EX AFP CO1-091 NOTICE OF INHERI"iANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLDWANCE OF DEDUCTIONS AND ASSESSMENT CF TAX
ESTATE OF GREENE WILLIAM J FILE N0. 21 09-0366 ACN 101 DATE 09-21-2009
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) 17,5 00.0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
submit the upper portior
3. Closely Held Stock/Partnership Interest (Schedule C) (3) '00 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) 5,2 00.00
6. Jointly Owned Property [Schedule F) C6) 6,509.00
7. Transfers (Schedule G) (7) 113,901.00
8. Total Assets (g) 143, 110.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
22,024.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10,6 02.00
11. Total Deductions C11) 32,626.00
11 0 , 484.00
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 110,484.00
NOTE: If an assessment was issued previously, lines 14. 15 andlor I6, 17. Ig and 14 ;rill
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 103,975.00 X 00 = DO
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 6,509.00 X 045 _ 293.00
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
16. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 _ .OD
19. Principal Tax Due (19)= 293.00
TAY rD CT1TTC.
~" PAYMENTS
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-14-2009 (0011120 . 00 293.00
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BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-15-2009 TDTAL TAX CREDIT 293.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 18.80
TOTAL DUE 18.80
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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 FDR INSTRUCTIONS.)