HomeMy WebLinkAbout09-18-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
ROBERT R CHURCH ESQ
KEEPER ETAL
PO BOX 11963
HARRISBURG PA 17108
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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REV-1547 EX AFP CO1-09)
DATE 09-21-2009
ESTATE OF BURDGE MARY E
DATE OF DEATH 03-14-2008
FILE NUMBER 21 08-0305
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
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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 BURDGE MARY E FILE N0. 21 08-0305 ACN 101 DATE 09-21-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 335,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 8 2.235.18 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 2,150,744.00 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) (5) 218.071.79
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1,892,298.42
8. Total Assets (g) 4,678,349.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
406,016.73
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 89,766 .47
11. Total Deductions (11) 49~i.78 -70
12. Net Value of Tax Return (12) 4,182,566.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 4,182,566.19
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 assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (lg) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 4,182,566.19 X 045_ 188,215.48
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 (19)= 188,215.48
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-11-2008 CD009873 4,800.00 91,200.00
12-12-2008 CD010644 .00 60,000.00
INTEREST IS CHARGED THROUGH 10-06-2009 TOTAL TAX CREDIT 156,000.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 32,215.48
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1,336.52
TOTAL DUE 33,552.00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, 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.) ~y~