HomeMy WebLinkAbout10-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ;~- .tip rn NOTICE OF INHERITANCE TAX
,. ~' ~ ~_a , 'A~~p~I~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 0 b~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ -r- i~ -
HARRISBURG PA 17128-0601 '"~_ „~ .! { [ ~ ',J; .,. ,_,.
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IVO V OTTO III ,,`II•r - ~
MARTSON LAW OFFI~E~ES - }' n,
10 E HIGH ST
CARLISLE PA 17013
REV-1547 EX AFP COl-09)
DATE 10-05-2009
ESTATE OF SLEEMAN CLARENCE H
DATE OF DEATH 08-12-2008
FILE NUMBER 21 OS-0869
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-04-2009
(See reverse side under Qbjections)
Awount Rewitted
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 ~
REV-1547 EX AFP COl-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SLEEMAN CLARENCE H FILE N0. 21 08-0869 ACN 101 DATE 10-05-2009
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)
2. Stocks and Bonds (Schedule B)
3. Closely Hald 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:
C1) .00 NOTE: To insure proper
(2) 343,294.90 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 167,159.52
c6) .00
c7) 2,298,579.00
~$) 2,809,033.42
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 155, 667.85
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_- 8 2.4 92.96
11. Total Deductions (11) 938.160.87
12. Net Value of Tax Return X12) 2,570,872.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax ~l4) 2,570,872.61
NOTE: If an assesswent 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 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 2,570,872.61 X 045. 115,689.27
17. Amount of Line 14 at Sibling rate (17) •00 X 1~ .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due ~lg)= 115,689.27
TAX CRFiIiTS.
M
DATE C
NUMBER SCO T +
INTEREST/PEN PAID (-)
AMOUNT PAID
11-10-2008 CD010509 5,552.63 105,500.00
05-07-2009 CD011205 .00 4,636.80
TOTAL TAX CREDIT 115,689.43
BALANCE OF TAX DUE .16CR
INTEREST AND PEN. .00
TOTAL DUE .16CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FOkM FOR INSTRUCTIONS.) "''''"````~~~~~~~~~~~
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