HomeMy WebLinkAbout08-21-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-'NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES pppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 _ ~ OF pEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
HUBERT X GILROY `~`St1 -
MARTSON LAW OFCS
10 E HIGH ST
CARLISLE PA 17013
REV-1547 EX AFP CO1-09)
DATE 08-17-2009
ESTATE OF ZACHERLE BETTY J
DATE OF DEATH 06-25-2008
FILE NUMBER 21 08-0813
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 ZACHERLE BETTY J FILE N0. 21 08-0813 ACN 101 DATE 08-17-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
KtSEKVATION 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
cl) 261,000.00 NOTE: To insure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 3.021.44
cs)_ 12,516.80
c7) .00
ca) 276,538.24
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 23,648.71
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 81.0 6 .09
11. Total Deductions
X11) 1 04.664.80
12. Net Value of Tax Return I12) 171,873.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 171 , 873.44
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 assess ed 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 (16) 171 , 873.44 X 045 = 7, 734.30
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due cl9)= 7, 734.30
TAX CRFTITTC•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
INTEREST IS CHARGED THROUGH 09-01-2009 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 7,734.30
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 169.54
TOTAL DUE 7,903.84
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)