HomeMy WebLinkAbout10-09-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~r~^t~rr,~., ,,.^'~ ~r~.' r.
s.~. t a ~IO,SICE OF INHERITANCE TAX
'` ~ A~PR/~3rSfiK~NT, ALLOWANCE OR DISALLOWANCE
",r"`.,l~,; ~ C`. `: .OF °DE~DUCTIONS AND ASSESSMENT OF TAX
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ORS ` ~' `-'~ 'fir
VICKY ANN TRIMMER ~~' • -,~ ,, ~~
PERSUN 8: HEIM
PO BOX 659
MECHANICSBURG PA 17055-0659
REY-1547 EX AFP (01-09)
DATE 10-05-2009
ESTATE OF MCINNES DRUE S
DATE OF DEATH 01-24-2009
FILE NUMBER 21 09-0182
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12'-04-2009
(See reverse side under Objections)
Anount ReAitted
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 4-
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCINNES DRUE S FILE N0. 21 09-0182 ACN 101 DATE 10-05-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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 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:
(1) 252, 378.00 NOTE: To insure proper
(2) 1 .847, 549.00 ~ credit to your account,
C3) .00' submit the upper portion
of this form with your
C4) • 00 tax payment.
c5)_ 140. 464.00
cs) .00
cn 20,960.00'
c87 2,261,351.00
9.
Funeral Expanses/Adm. Costs/Misc. Expanses (Schedule H) 39,234.00
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7.68 0 .00
11. Total Deductions Clla 46.91 4 _ 00
12. Net Value of Tax Return C12j 2,214,437.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax C14y 2,214,437.00
NOTE: If an assess~ent 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) 41,607.00 X 04 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 2,172,831.00 X 045 ~ 97,777.00
17. Amount of Line 14 at Sibling rate I17) .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)= 97,777.00
TAX CRE~iTS•
A M
DATE EI
NUMBER D SCO +)
INTEREST/PEN PAID C-) AMOUNT PAID
04-23-2009 (0011160 4,888.84 92,888.00
09-28-2009 SBADJUST .00 .16
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 97,777.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN 81. NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED AS A "CRED~T" CCR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FgRM FOR INSTRUCTIONS.)