HomeMy WebLinkAbout08-21-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
' 'NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AppRALSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION QF..DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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MARK W ALLSHOU3•E! ! E'SQ
CHRISTIAN LAWYER SOL
4833 SPRING RD
SHERMANS DALE PA 17090
REV-1547 EX AFP (01-09)
DATE 08-17-2009
ESTATE OF RAILING SANDRA K
DATE OF DEATH 06-25-2008
FILE NUMBER 21 08-0748
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 CO1-091 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RAILING SANDRA K FILE N0. 21 08-0748 ACN 101 DATE 08-17-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
n•r+~ aun7 ~.UI'It,tK1YlIVG ru ~ uRE INTEREST - SEE RFVFRSG
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 134,900.00 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)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 44.235.07
6. Jointly Owned Property (Schedule F) (6) 2.6 7
7. Transfers (Schedule G) (7) .00
e. Total Assets (g) 179, 137.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 34,457.64
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10 3,80 .00
11. Total Deductions
C11) 1 38.960 64
12. Net Value of Tax Return 40
877
10
13. Charitable/Governmental Bequests; Non-elected 9113 Trus C12)
ts (Schedule J) (13) ,
.
.00
14. Net Value of Estate Subject to Tax (14) 40,877.10
NOTE: If an assessment was issued previously, lines 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 C16) 39, 877.10 X 045 _ 1 , 794.47
17. Amount of Line 14 at Sibling rate (17) 1,000.00 X 12 _ 120.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due
TAX CREDITS• (lq)= 1,914.47
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-24-2009 CD011029 .00 1,914.47
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 1,914.47
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. "'
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ` ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~ \