HomeMy WebLinkAbout08-21-09 (2)COMMONWEALTH OF PENNSYLVANIA
. _DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION _ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 - "'OF'DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
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THOMAS J AMY ""'
2323 E DAKOTA AVE
DENVER CO 80209
DATE 08-17-2009
ESTATE OF ODONNELL ALICE A
DATE OF DEATH 01-08-2008
FILE NUMBER 21 08-0325
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-16-2009
(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 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 ODONNELL ALICE A FILE N0. 21 08-0325 ACN 101 neT~ na-t7-~nn4
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
ReaeRVgilun LUNI;ERNING 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:
(1) .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.
(5) 500.00
(6) .00
(7) .00
(8) 500.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
(11) no
12. Net Value of Tax Return 500
00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (12)
C13) .
.00
14. Net Value of Estate Subject to Tax C14) 500.00
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 C19) 500.00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due
TAY !'DCTTTC. (lg)= .00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)