HomeMy WebLinkAbout08-21-09 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NEIL E HENDERSHOT
TUCKER ARENSBERG
PO BOX 889
HBG
COMMONWEALTH OF PENNSYLVANIA
. DEPARTMENT OF REVENUE
.NOTICE OF INHERITANCE TAX
APPRAISEMEN~', ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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PA 17108
REV-1547 EX AFP (01-09)
DATE 08-17-2009
ESTATE OF CUTRIGHT JEAN A
DATE OF DEATH 01-20-2008
FILE NUMBER 21 08-0477
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 E- _ _
-------------------- ----------------------- _____
REV-1547 EX AFP (01-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CUTRIGHT JEAN A FILE N0. 21 08-0477 ACN 101 DATE 08-17-2009
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
(1) 239, 000.00 NOTE: To insure proper
(2) 9.962.98 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
(5) 82.228.12
c6) .00
(7) 452, 077.70
APPROVED DEDUCTIONS AND EXEMPTIONS:
(e) 783, 268.80
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 4 0,997.82
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10 62 06
11. Total Deductions
(11) 1 44.99 88
12. Net Value of Tax Return 639
008
92
13. Charitable/Governmental Bequests; Non-elected 9113 Trus C12)
ts (Schedule J) (13) ,
.
.00
14. Net Value of Estate Subject to Tax C14) 639, 008.92
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
18 a
d 19
reflect figures that include the total of ALL ,
,
returns assessed to date n
will
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) .00
00 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) __
X
639, 008.92 X 045 _ .
28, 755.40
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
TAX CREDITS: (19)= 28,755.40
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-23-2009 CD011036 720
55
.
- 29,475.95
TOTAL TAX CREDIT 28,755.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED
ADDITIONAL INTEREST.
IF TOTAL
DUE
IS REFLECTED AS
A "CREDIT" .
CCR), YOU MAY BE DUE ~I
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) `~~