HomeMy WebLinkAbout07-24-09 (2)COMMONWEALTH OF PENNSYLVANIA
„_I~~PARTMENT OF REVENUE
~~ •~ 'NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AppR~1IiSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -• Ofi'D'EIIUCTIDNS AND ASSESSMENT OF TAX
PO BOX 280601 ~"' -~ "--
HARRISBURG PA 17128-0601
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HAMILTON C DAVIS '
20 E BURD ST
SUITE 6
SHIPPENSBURG PA 17257
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- ---) RETAIN LOWER PORTION FOR YOUR 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 BESSIERES FLORENCE FILE N0. 21 08-0999 ACN 101 Herr n7_~n_~nno
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
icca~rtvw~iun I.UNGtKN1N6 hUTURE 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
(2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 16 , 041.99
c6) .00
c7) .00
fig) 16, 041.99
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~9) 1,8 38.00
10. Debts/Mortgage LiabilitieslLiens (Schedule I) (10) .00
11. Total Deductions
C11) 7 .838-00
12. Net Value of Tax Return C12) 14,203.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 14,203.99
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 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) 14,203.99 X 045 = 639.18
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
TAX CREDITS• cl9)= 639.18
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-26-2009 CD010953 .00 639.18
TOTAL TAX CREDIT 639.18
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C 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 /p
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~771J/'NV
REV-1547 EX AFP CO1-09)
DATE 07-20-2009
ESTATE OF BESSIERES FLORENCE
DATE OF DEATH 07-09-2008
FILE NUMBER 21 08-0999
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-18-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: