HomeMy WebLinkAbout10-09-09,...-rt _
COMMONWEALTH OF PENNSYLVANIA
,, DEPARTMENT OF REVENUE
`~~~r1u~ t~!` ni-r-i ``.r .,r
•-~~f ~...:. . ~ ~Id'[TiCE OF INHERITANCE TAX
BURU OF INDIVIDUAL TAXES ~~ i~ RPPRAI~4EMENT, ALLOWANCE OR DISALLOWANCE
INH TANCE TAX DIVISION !'
PO B 280601 `-~ -'' OF-~DEDU6TdONS AND ASSESSMENT OF TAX
WIRRISBURG PA 17128-0601
209 OCT -9 A~ ! f ~ 2~
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LOUIS R MARTIN ESQ _""'
214 STATE ST
HBG PA 17101
REV-1547 EX AFP (01-09)
DATE 10-12-2009
ESTATE OF BAER DOLORES A
DATE OF DEATH 03-03-2008
FILE NUMBER 21 08-0256
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-11-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND EMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- ~- RETAIN LOWER PORTION FOR YOUR RECORDS !'~- _ ____
-------------------- ----------------------- ________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BAER DOLORES A FILE N0. 21 08-0256 ACN 101 DATE 10-12-2009
TAX RETURN WAS: c ) ACCEPTED AS FILED ( X) CHANGED SEA ATTACHED NOTICE
RESERVATION CONCERNING 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 cSchedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property cSchedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 7,8 70.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7.74 6.00
11. Total Deductions
C11) 1 r+.6) 6 DO
12. Net Value of Tax Return 1 3
244
00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts cSchedule J) C12)
(13) ,
.
.00
14. Net Value of Estate Subject to Tax 13
244
cl4) ,
.00
NOTE: If an assessment was issued previously, lines
reflect fiBUres th
t 14, 15 and/or 16, 17, 18 and 19 will
a
include the total of ALL returns assessed to date
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15) .00 00 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 ~
X
X 04 5 _ .
.00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 13,244.00 X 15 _ 1
986
60
19. Principal Tax Due ,
.
TAX CREDITS: clq)= 1,986.60
05-05-2009 CD011194
10-05-2009 SBADJUST
I
\ID (_) AMOUNT PAID
41.90- 2.028.50
.00 2.80
TOTAL TAX CREDIT 1,986.60
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5)_ 28,860 00
c6) .00
n) .00
ca) 28,860.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN sl, 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 FORK FOR INSTRUCTIONS.)