HomeMy WebLinkAbout09-11-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'~~'~r '~ ,`NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ;;APRRAISEMENT, ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVISION r
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~ .~pF'.,DFDUCTIONS AND ASSESSMENT OF TAX
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PO BDX 280601 ~
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HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
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2~~9 ~~~ ~ ~ ~,~ ~~ ~ 2S DATE 09-07-2009
ESTATE OF POWERS VIRGINIA R
C~E~il'~ C~ DATE OF DEATH 02-26-2007
O~~H~~~.~ ~~~~~'~ FILE NUMBER 21 07-0275
r'~'t t'~' ~ ~;'} p~ COUNTY CUMBERLAND
9
ARTHUR M FELD E ~,
SQCUP
ACN 101
1309 BRIDGE ST APPEAL DATE: 11-06-2009
NEW CUMBERLAND PA 17070 (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 (01-0 -----
9~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF POWERS VIRGINIA R FILE N0. 21 07-0275 ACN 101 DATE 09-07-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) 15,787.50
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets Ig) 15, 787 .50
APPROVED DEDUCTIONS AND EXEMPTIONS:
.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) .0 0
12. Net Value of Tax Return C12) 15,787.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14 Net Value of Estate Subject to Tax (14) 363, 397.89
.
NOTE: If an assessment was issued previously, l ines 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) 363,397.89 X 045 = 16,352.91
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 C19)=
16,352.91
rwv ro cnTrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-15-2007 (0008173 720.00 13,680.00
11-13-2007 (0009369 .00 1,242.47
03-30-2009 (0011060 .00 710.44
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-31-2009
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DU
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DU
TOTAL TAX CREDIT 16,352.91
BALANCE OF TAX DUE .00
INTEREST AND PEN. 64.03
TOTAL DUE 64.03
E IS LESS THAN S1, NO PAYMENT IS REQUIRED.
E IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE