HomeMy WebLinkAbout09-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-r, 7t^,t'n ~", !',{ ~~;`~NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES,-t, ~,;~,{. ~ lAF1~~RAiSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
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PO BOX 280601 ,~V ~,~~~~ y `~•~~;,'BEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
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JOHNNA J KOPECK~}~.;,~1, (;Q., PA
THE SHAGIN LAW GROUP
120 SOUTH ST
HBG PA 17101
REV-1547 EX AFP (01-09)
DATE 08-31-2009
ESTATE OF POWELL JANET M
DATE OF DEATH 09-15-2008
FILE NUMBER 21 08-0942
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-30-2009
(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 ALON_6 THIS LINE ---- --- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _ _______
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF POWELL JANET M FILE N0. 21 08-0942 ACN 101 Herr nR-;1_~nno
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RCJCRYAIlVPI ~un~tKntnG FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To i
2.
Stocks and Bonds (Schedule B)
C2)
256.544.44 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
00 of this form with your
(4) . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6)_ 107,746.40
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 364,290.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 12,490.01
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4.328 .77
11. Total Deductions
(il) 16.818-78
12. Net Value of Tax Return (12) 347,472.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (lG) 347,472.06
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 (15) 107,746.40 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 239,725.66 X 045 = 10,787.65
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 Clq)= 10,787.65
TAX rRrnTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-30-2009 CD011057 .00 10,787.69
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 10,787.69
BALANCE OF TAX DUE .04CR
INTEREST AND PEN. .00
TOTAL DUE .04CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~A~`