HomeMy WebLinkAbout07-24-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- `" "'NO'TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APP~}A.ISEMENT; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUC7PONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
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DIANE G RADCLIFF ES~~' ''„ p~;1
3448 TRINDLE RD
CAMP HILL PA 17011
DATE 07-20-2009
ESTATE OF HENRY EMILY J
DATE OF DEATH 05-20-2007
FILE NUMBER 21 07-0538
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-18-2009
(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 ---- -• RETAIN LOWER PORTION FOR YDUR RECORDS F-
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REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HENRY EMILY J FILE N0. 21 07-0538 ACN 101 DATE 07-20-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: 2 SUPPLEMENTAL RETURNS O1 AND 02
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of thi s form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax pa yment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 26.120.32
6. Jointly Dwned Property (Schedule F) (6) 387.02
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (g) 26,507.34
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule
H)
(9) 6,782.39
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9.018.76
11. Total Deductions C11) 1 x,.801 _ 1 r,
12. Net Value of Tax Return (12) 10,706.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (lG) 31,152.91
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) 31,152.91 X 045 _ 1,401.96
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 (l9) = 1,401.96
rex rernrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-06-2007 CD008923 .DO 868.71
12-26-2007 CD009114 .00 868.71
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 1,737.42
BALANCE OF TAX DUE 335.46CR
INTEREST AND PEN. .00
TOTAL DUE 335.46CR
C IF TOTAL DUE IS LESS THAN 81, 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.) ~/``~~