HomeMy WebLinkAbout08-21-09 (2)COMMONWEALTH OF PENNSYLVANIA
,_IIEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES - NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION 'APP'RAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF'DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
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DEBRA K WALLET ~ ~~~
D K WALLET LAW OFCS
24 N 32ND ST
CAMP HILL PA 17011
REV-1547 EX AFP (01-09)
DATE 08-17-2009
ESTATE OF DELLINGER DONALD L
DATE OF DEATH 06-17-2008
FILE NUMBER 21 08-0705
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 (- _ ____
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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 DELLINGER DONALD L FILE N0. 21 08-0705 ACN 101 DATE 08-17-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
:vn w n~tKN1NG FUTURE INTEREST - sFF Drvrocr
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) 240,997.33 NOTE: To insure proper
(2) 216,262.82 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 136 755.43
cs) .00
c7) .00
~$) 594, 015.58
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 6 3,712.27
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5.216 .64
11. Total Deductions
C11) 68.9 8.9
12. Net Value of Tax Return X12) 525, 086.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) 52 2,986.67
14. Net Value of Estate Subject to Tax (ly) 2, 100.00
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 ~lg) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 2, 100.00 X 045 = 94.50
17. Amount of Line 14 at Sibling rate C17) .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• C19)= 94.50
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-17-2009 (0011017 .00 94.50
TOTAL TAX CREDIT 94.50
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 $1, 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.) "`--~~~~~`