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Home My WebLink About09-08-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ':~~ ~ '" i~ ~~~,!• r1i NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES+ ~ ,~ i-)~,.~ L ~ ppRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION .- •- ~ , PO BOX 280601 r,^~L ~ "[{, L„t( ,`41Q_~..bEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG PA 17128-0601 Zdd9 SEP -~8 AMI 9~ 20 CLARK ©~ ~ KEITH D WAGNER ~ ~~ ~ ~' BRINSER ETAL PO BOX 323 PALMYRA PA 17078 REV-1547 EX AFP (01-09) DATE 08-31-2009 ESTATE OF LEGAY SR LEROY K DATE OF DEATH 01-11-2009 FILE NUMBER 21 09-0083 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 ALONG THIS LINE ---- -• RETAIN LOWER PORTION FOR YOUR RECORDS !- _ ______ -------------------- ----------------------- ______ REV-1547 EX AFP CO1-091 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LEGAY SR LEROY K FILE N0. 21 09-0083 ACN 101 DATE 08-31-2009 TAX RETURN WAS: [ X) ACCEPTED AS FILED [ ) CHANGED ~ ~ avn ~.Un1~.tR1'111VG to 1 UKE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds [Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property [Schedule E) 6. Jointly Owned Property [Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: (1) .00 NOTE: To insure proper (2) .00 credit to your account, [3) .00 submit the upper portion of this form with your c4) .00 tax payment. [5) 386 , 912.62 [6) .00 [n .00 [B) 386,912.62 9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) [q) 16,298.77 10. Debts/Mortgage Liabilities/Liens [Schedule I) (10) 10.760.40 11. Total Deductions C11) 77.0 9.17 12. Net Value of Tax Return C12) 359,853.45 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) [13) .00 14. Net Value of Estate Subject to Tax (14) 359,853.45 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 [lg) .00 00 00 16. Amount of Line 14 taxable at Lineal/Class A rate [16) _ X 359,853.45 X 045 _ . 16,193.41 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 16 193 41 TAX CRFnTTS~ [19)= , . PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID [-) AMOUNT PAID 03-31-2009 CD011068 809.67 15,383.74 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 16,193.41 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)