Loading...
HomeMy WebLinkAbout08-21-09 (2)• ~'UREAU OF INDIVIDUAL INHERITANCE TAX DIVISION PO 80X 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NQTICE.OF INHERITANCE TAX TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS'AND ASSESSMENT OF TAX VIRGINIA W ARTER 1 HUNTER LN CAMP HILL REV-1547 EX AFP CO1-09) ,, n. ~J5 DATE 08-10-2009 r-0 '~ G } ``~ ESTATE OF DORSEY IRENE DATE OF DEATH 11-19-2008 ^', ~~=f`:, ~.:" FILE NUMBER 21 08-1220 ~~ ~ t ~~ ~ COUNTY CUMBERLAND ~,'~,,,~-,. ~~ ACN APPEAL DATE: 10-09-2009 P A 17 011- 24 0 2 (See reverse side under Objections Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 C --> RETAIN LOWER PORTION FOR YOUR RECORDS ~ ___ ___ --------------'-___'-- ___________ CUT ALONG THIS LINE ----------------- ALLOWANCE OR R R N ASSESSMENT OF TAX REV-1547 EX AFP (01-09~DISALLOWANCE DEDUCTIONS AND OF 08-10-2009 IRENE C FILE N0. 21 08-1220 ACN 101 DATE ESTATE OF DORSEY C X) CHANGED SEE ATTACHED NOTICE TAX RETURN WAS: C ) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL 3RE OOON 00 0 • NOTE: To insure proper C1) 1. Real Estate (Schedule A) .00 credit I2) to your account, upper portion th e submit 2. Stocks and Bonds (Schedule B) ~3) •~~ of this form with your Closely Held Stock/Partnership Interest (Schedule C) .00 tax pa 3 yment. . (4) Mortgages/Notes Receivable (Schedule D) 8,579.71 4 . Cash/Bank Deposits/Misc. Personal Property (Schedule E) C6) ,00 5 . Jointly Owned Property (Schedule F) ,00 6 ~~) . 7. Transfers (Schedule G) C8) 39,579.71 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 10,292.13 Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10j 1 117.98 9 C . 10. Debts/Mortgage Liabilities/Liens (Schedule I) I11) 1 410_~L1_ 11. Total Deductions C12) 28, 169.60 12. Net Value of Tax Return vernmental Bequests; Non-elected 9113 Trusts (Schedule J) C14) /G .00 2 8,169.60 o 13. Charitable 14. Net Value of Estate Subject to Tax 7 ~ a and 19 will date to assessed tal~oflALL returns lt NOTE: If p t s , o the that include figures flect re ASSESSMENT OF TAX: .00 X 00 = cl5) .00 15. Amount of Line 14 at Spousal rate 2$, 169.60 X 045 - 1,267.63 16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 12 - ,00 c17) 17. Amount of Line 14 at Sibling rate ,QO X 15 , 00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) C19)- 1,267.63 19. Principal Tax Due PAYntni ^~~--~~ DATE NUMBER INTEREST/PEN PAID C-) .00 03-16-2009 CD011002 AMOUNT PAID ,794.49 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 2,794.49 1,526.86CR .00 1,526.86CR -~ * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS REFLECTED ASrANO'CREDIT'•'T(CR)R,E40URMAY BE DUE ~i FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. REV-1470 EX (6-88) 1 ` INHERITANCE TAX COMMONWEALTH OF PENNSYLVANIA EXPLANATION DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME FILE NUMBER Dorsey, Irene C. 2108-1220 REVIEWED BY ACN Justin R. Gilmore 101 ITEM SCHEDULE NO, EXPLANATION OF CHANGES Accepted revised return. Row Page 1