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HomeMy WebLinkAbout09-28-09 (2)BUREAU OF INDIVIDUAL TAXES INfiF~ITANCE TAX DIVISION PO BOX 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE `..' ~ M©TI~E OF INI-(EFtITANCE TAX APPF2,41SEMENT; ALLQWANCE OR DISALLOWANCE -ib~-~D~tl£TIQJJS AND,.RSSESSMENT OF TAX DATE ESTATE OF 20fl4 SEP 2$ t~~`~ Zf S~ DATE OF DEATH FILE NO. COUNTY LISA MARIE COYNE ESQUIRE C~cf~'v f r: ~T ACN COYNE 8~ COYNE f ~-~~ REV-1547 EX (02.08) PC 3801 MARKET STREET C~"~'~' '" ` " ~`~' Appeal Date: 11-18-2009 (See reverse side under Objections) CAMP HILL PA 1 701 1-4227 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: Register of Wills Cumberland County Courthouse Carlisle, PA 17013 CUT ALONG_ THIS LIN_E_ _ _ _ _ _ _ _ _ _ b RETAIN LOWER PORTION FOR YOUR RECORDS a ---- - ----------------------------------------------------------------------------------------------------- REV-1547 EX (02-08) PC NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MEYER EMMA K FILE NO. 2108-0409 ACN 101 DATE 09-18-2009 TAX RETURN WAS: (~) ACCEPTED AS FILED (® ) CHANGED SEE ATTACHED RESERVATION CONCERNING FUTURE INTEREST -SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 0.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 0.00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 0.00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) 0.00 of this form with your 5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E) (5) 38,200.96 tax payment. 6. Jointly Owned Property (Schedule F) (6) 0.00 7. Transfers (Schedule G) (7) 203,838.13 8. Total Assets (8) 242,039.09 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. CostslMisc. Expenses (Schedule H) (9) 18,302.29 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 205.26 11. Total Deductions (11) 18,507.55 12. Net Value of Tax Return (12) 223,531.54 13. CharitablelGovernmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 52,190.38 14. Net Value of Estate Subject to Tax (14) 171,341.16 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 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) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 taxable at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID - 07-03-2008 CD009977 1,285.06 Refund request to be forwarded to Treasury, amount is $ 1,583.87 171,341.18 AMOUNT PAID 09-18-2009 MEYER EMMA K 04-03-2008 2108-0409 Cumberland 101 26,000.00 X .00 X .045 X .12 X .15 25,701.19 (19) 25,701.19 TOTAL TAX CREDIT 27,285.06 BALANCE OF TAX DUE 1,583.87 CR INTEREST 0.00 TOTAL DUE I 1,583.87 CR * IF PAID AFTER DATE INDICATED, SEE REVERSE (IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)