HomeMy WebLinkAbout09-28-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES "' `~~~ .~10'TICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPR74IS~MENT, ALLOWANCE OR DISALLOWANCE
PO Box 2aa6o1 y _~OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
REV-1547 EX AFP CO1-09)
2~~95~~ ~$ f ~: ~{~ DATE 09-21-2009
ESTATE OF COX GLADYS M
~.~-- ~r DATE OF DEATH 09-19-2008
~l_M~}~, ~..i.
~~,~-,~~r~„~~,~ ~,~~ ~~-~ FILE NUMBER 21 08-1014
JERRY R DUFFIE '~ ~ - ~'~; ~,~, COUNTY CUMBERLAND
~~~~~,
,
ACN 101
JOHNSON ETAL APPEAL DATE: 11-20-2009
301 MARKET ST (See reverse side under Objections)
LEMOYNE PA 17043-0109 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 ~--
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REV-1547 EX AFP CO1-09~ _ _______
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NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF COX GLADYS M FILE N0. 21 08-1014 ACN 101 DATE 09-21-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING 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)
(2)
.00 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) (5)_ 161.662.00
6. Jointly Owned Property (Schedule F) (6) 17,620.79
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 179,282.79
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 16,035.17
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.751.67
11. Total Deductions
(11) 18.786.84
12. Net Value of Tax Return (12) 160,495.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 160,495.95
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 C15) .00 X 0 0 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 160,495.95 X 045 _ 7,222,32
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 7,222.32
TAY rR CIIT TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-08-2008 CD010620 342.11 6
500
00
04-20-2009 CD011140 00 ,
.
. 380.21
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 7,222,32
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" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)