HomeMy WebLinkAbout08-21-09 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- NOTICE OF,'INHERITANCE TAX
-APRRAiS£MENT; ALLOWANCE OR DISALLOWANCE
~0~' D$DUCTLONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
JEFFREY W GRAFFIUS
30 W BROADWAY
~G`lQ F!'r ~' ° ~ ^• r~DATE 08-17-2009
~~~~ h~J L ( f is s .,.~
ESTATE OF GRAFFIUS GERTRUDE E
DATE OF DEATH 06-26-2008
~~,r fin, FILE NUMBER 21 08-0835
,`1r'" '"'~~~ COUNTY CUMBERLAND
G, -~ ACN
RED LION PA 17356
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 GRAFFIUS GERTRUDE E FILE N0. 21 08-0835 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) (1) 00
2. Stocks and Bonds (Schedule B) (2) .
.00 NOTE: To insure 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)
C4)
00 of this form with your
.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)__ 32,175.00 tax payment.
6. Jointly Owned Property (Schedule F) (6) 4 77.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 32, 652.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 2,660 .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
12. Net Value of Tax Return (11) 7.660 - 00
29
992
00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C1P)
(13) ,
.
.00
14. Net Value of Estate Subject to Tax (14) 29, 992.00
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 assess ,
ed to ,
n
will
date
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15) .00 00 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 29,992.00 X
X 045 _ .
_ 1,350.00
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) = 1,350.00
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-25-2009 CD011041 .00 1,350.00
TOTAL TAX CREDIT 1,350.00
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 REgUIRED.
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.) C `'`