HomeMy WebLinkAbout09-08-09COMMONWEALTH OF PENNSYLVANIA
,.~ -,--~.~r•, r ,~:C~``~DE~ARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES 1~- ~"~ `~ !s'` NQTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION tl TJlL iA'2f'RA~~SEMENT, ALLOWANCE OR DISALLOWANCE
Po BOX 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
2009 SEP -8 AM 9~ zQ
MARIELLE F HAZEN
HAZEN ELDER LAW
2000 LINGLESTOWN
HBG
GLERK C?~
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RD 2
PA 17110
REY-1547 EX AFP (01-09)
DATE 08-31-2009
ESTATE OF LUDWIG DORIS L
DATE OF DEATH 05-24-2008
FILE NUMBER 21 08-0642
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-30-2009
(See reverse side under Objections)
Amount Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- -• R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LUDWIG DORIS L FILE N0. 21 08-0642 ACN 101 DATE 08-31-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAI SED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .0 0 NOTE: 7o insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 2,291.39
e. Total Assets (g) 2,291.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule
H)
(9) 2,186.20
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 1_55 .84
11. Total Deductions (11) 9. ;49.04
12. Net Value of Tax Return (12) 50.65-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 55.01-
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 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) • 00 X 045 _ . 00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due (19)= .00
TOX f~RFT)TTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .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 REQUIRED.
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.)