HomeMy WebLinkAbout09-28-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.•-• ~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF; DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 `':` : l ~, ~.-. ~ "" ~- -
2~~9 SEP ~8 ~~! 2~ 56
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JEANNE M THOMA~, ~~; , •, ~~,
100 WALNUT ST V~~','
LEMOYNE PA 17043
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 CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF GROSSMAN JAMES A FILE N0. 21 08-0133 ACN 101 DATE 09-21-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
KtJtKVAIlUN [:UNGERNING 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. Net Value of Tax Return
13
C1) .00 NOTE: To insure proper
C2) 14 106.43 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 300 .897.28
c6) 24, 007.10
c7) .00
~$) 339, 010 .81
32 ,, 132.75
(9)
cl0) 17,982.05
(11) ~O.114.R0
c12) 288,896.01
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J') C13) .00
14. Net Value of Estate Subject to Tax C14) 288,896.01
NOTE: If an assessment was issued previously, lines 14, 15 andlor 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 (15) .00 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 288,896.01 X 045 = 13,000.32
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due cly)= 13,000.32
Tex rornrTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-03-2008 CD009362 526.32 10,000
00
09-03-2008 CD010219 .00 .
2,474
02
09-09-2008 CD010245 .00 .
2,474.02
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1547 EX AFP (01-09)
DATE 09-21-2009
ESTATE OF GROSSMAN JAMES A
DATE OF DEATH 12-03-2007
FILE NUMBER 21 08-0133
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-20-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 15,474.36
BALANCE OF TAX DUE 2,474.04CR
INTEREST AND PEN. .00
TOTAL DUE 2,474.04CR
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)