HomeMy WebLinkAbout07-24-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES --. ~- -,-.-AppRpIBEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - - .. --
HARRISBURG PA 17128-0601 - ~~
~~~~ JL1! 24 FED `~ 22
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RONALD L BOWER '•
25 EASTWICK Lyd ~'.
CARLISLE PA 17015
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -----~ R_ETA_IN LOWER POR_TION_ 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 BAIR GRAYCE E FILE NO. 21 09-0010 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:
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5)_ 98,679.70
c6) .00
cn .00
cB) 98, 679.70
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule
H) 2,979.27
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions
(11)
7.979.17
12. Net Value of Tax Return C12) 95,700.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax I14) 95,700.43
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate I15) •00 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 95,700.43 X 045 _ 4,306.52
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due C19)= 4,306.52
TAY C'RGTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-23-2009 CD010931 215.33 4,306.52
REV-1547 EX AFP (01-09)
DATE 07-20-2009
ESTATE OF BAIR GRAYCE E
DATE OF DEATH 01-03-2009
FILE NUMBER 21 09-0010
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-18-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 4,521.85
BALANCE OF TAX DUE 215.33CR
INTEREST AND PEN. .00
TOTAL DUE 215.33CR
* 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" CCR), YOU MAY BE DUEC'^~~/
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 1~~Q y-