HomeMy WebLinkAbout09-18-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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bid !'~_NDT~i~E ~0~ INHERITANCE TAX
- , AP.~~2AISEM~~IT; (ALLOWANCE OR DISALLOWANCE
-...'•'~;bk ~DCDUCTT6NS AND ASSESSMENT OF TAX
2009 SEP f $'~~ !2~ 26 ,
CLERK ~'~!_
MATTHEW J GOLDEN ~~'~ II \~'~ ` ~'A
SKARLATOS & ZONARICH
17 S 2ND ST 6TH FLOOR
HARRISBURG PA 17101
REV-1547 EX AFP (01-09)
DATE 09-21-2009
ESTATE OF BEINHOWER GLAIR W
DATE OF DEATH 03-17-2007
FILE NUMBER 21 07-0388
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-20-2009
(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 _ ~- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _____________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BEINHOWER (LAIR W FILE N0. 21 07-0388 ACN 101 DATE 09-21-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE 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:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12.
13.
14.
C1) .00 NOTE: To insure proper
(2) ,OQ credit to your account,
(3) .0 0 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) .00
c6) .00
c7) 28,306.00
cs) 28,306.00
6,492.00
C9)
clo) .00
C11) 6.499.00
Net Value of Tax Return C12) 21,814.00
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
Net Value of Estate Subject to Tax C14)
00
21,814.00
NOTE: If an assessment was issued 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:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
rex rornrrc.
C15)
C16)
21,814.00 X 00 _ .00
.00 X 045 _ .00
I17) • 00 X 12 _ . 00
cis) • 00 X 15 _ . 00
ci9)= .00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
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 n.~
A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.)