HomeMy WebLinkAbout10-09-09 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT R CHURCH
KEEPER WOOD ETAL
PO BOX 11963
HARRISBURG
C,QMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISE MENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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PA 17108-1963
REV-1547 EX AFP CO1-09)
DATE 09-07-2009
ESTATE OF PAULES L B
DATE OF DEATH 06-25-1980
FILE NUMBER 21 80-0460
COUNTY CUMBERLAND
ACN 103
APPEAL DATE: 11-06-2009
(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 PDR_TION_FOR_YOUR_RECORDS_ 4-- ___________________
REY-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
rcrerG nF PAULES L B FILE N0. 21 80-0460 ACN 103 DATE 09-07-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: REMAINDER RETURN
1 -~Rea1 Estate (Schedule A) (1) .00 NOTE: To insure proper
.
- 00 credit to your account,
"2.,,5tocks and Bonds (Schedule B) (2) , submit the upper portion
3; :Closaly Held Stock/Partnership Interest (Schedule C) t3) '00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) .0 0
7 Transfers (Schedule G) C7) 260,195.32
. (e) 260, 195.32
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 11,923.22
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
il. Total Deductions (11) ~.9 ~~
248,272.10
12. Net Value of Tax Return C12) 165,514.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) 8 2,757.37
14. Net Value of Estate Subject to Tax (IG)
NOTE: If an assessment was.issuad 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:
00
06
.00
15. Amount of Line 14 at Spousal rate C15) . X =
82, 757 • 37 X 06 = 4, 965.44
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
• 00 X DO = .00
17. Amount of Line 14 at Sibling rate (17)
18 Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .00
. 4, 965.44
19. Principal Tax Due (ly)=
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PAYME T
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-22-2009 CD011277 .00 4,965.44
BALANCE OF UNPAID INTEREST/PENALTY As ur
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
05-23-2009 TOTAL TAX CREDIT 4,965.44
BALANCE OF TAX DUE .00
INTEREST AND PEN. 14.97
TOTAL DUE 14.97
C IF TOTAL DUE IS LESS THAN t1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)