HomeMy WebLinkAbout08-21-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES dOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEM~NT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 - OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
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LEON P HALLER ESQ ~`-y ''
PURCELL ETAL
1719 N FRONT ST
HBG PA 17102
REV-1547 EX AFP CO1-09)
DATE 08-17-2009
ESTATE OF TURPIN WILLIAM J
DATE OF DEATH 05-26-2008
FILE NUMBER 21 08-0618
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 <--~ _
-------------------- ----------------------- ___
REV-1547 EX AFP (01-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TURPIN WILLIAM J FILE N0. 21 OS-0618 er_N 101 nwrr na_i~_~nne
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 135,000.00 NOTE: To i
2.
Stocks and Bonds (Schedule B)
(2)
.00 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
DO of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
(5) .
9,391.77 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 56,708.05
8. Total Assets (g) 201,099.82
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 37,2 09.73
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 0 .00
11. Total Deductions
C11) - 37.9~9.7~
12. Net Value of Tax Return 163
840
09
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (12)
(13) ,
.
.00
14. Net Value of Estate Subject to Tax C14) 163,840.09
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16
17
18 and 19
reflect figures that include the total of
ALL ,
,
returns assessed to date will
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (lg) .00 00 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 163,840.09 _
X
X 045 = .
7,372.80
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) .0 0 X 15 _ 00
19. Principal Tax Due .
TAX CREDITS: (19)= 7, 372.80
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-13-2008
02-26-2009 CD010140
CD010955 315.79 6,000.00
03-19-2009
CD011028 .00
2
60- 6.18
08-10-2009
SBADJUST .
00 1,053.43
. 42
TOTAL TAX CREDIT 7,372.80
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" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)