HomeMy WebLinkAbout09-28-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;NOTL~E bF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES --,APPRALSEMENT,, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - „.OF DEDUCT+IUNS AND ASSESSMENT OF TAX
PO BOX 280601 -°
HARRISBURG PA 17128-0601
2~~~9 SE? ~~ ~~~1 2~ 55
o~.r-~L . ` u ~T
SARAH E MCCARROLL ESQ uP - ~~'
GATES ETAL
1013 MUMMA RD STE lOp
LEMOYNE PA 1.7043
REV-1547 EX AFP (01-09)
DATE 09-21-2009
ESTATE OF GREENE WILLIAM J
DATE OF DEATH 07-15-2007
FILE NUMBER 21 09-0366
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 ---- --> RETAIN LOWER PORTION FOR YOUR RECORDS F-- _ _______
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REV-1547 EX AFP CO1-097 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLDWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GREENE WILLIAM J FILE N0. 21 09-0366 ACN 101 DATE 09-21-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
rctstrcvariON CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 17,500.00 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) C5) 5 200.00
6. Jointly Owned Property (Schedule F) (6) 6,509.00
7. Transfers (Schedule G) (7) 113, 901.00
8. Total Assets (g) 143, 110.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 22,024.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) _ 10.602 .00
11. Total Deductions
(11) 39.6 6.00
12. Net Value of Tax Return (12) 110,484.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 110,484.00
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 C19) 103,975.00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 6,509.00 X 045 = 293.00
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 293
00
TAX CRFi1TTS c19)= .
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
04-14-2009 CD011120 .00 293.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-15-2009 TDTAL TAX CREDIT 293.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 18.80
TOTAL DUE 18.80
* IF PAID AFTER DATE INDICATEDr SEE REVERSE C IF TOTAL DUE IS LESS THAN $1., 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.)