HomeMy WebLinkAbout10-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APpRA~,SEM~,NT, A~.iLO~ANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~d~bErDrileT~~MS~ V-r~D ASSESSMENT OF TAX
PO BOX 280601 - - - - - -
HARRISBURG PA 17128-0601 t;i, ~ REV-1547 EX AFP COl-09)
DATE 10-05-2009
~~Qg ~~-~ _~ A~ ~ ~ ~ ~4~'ATE OF YINGER CLIFFORD L
ff -~E OF DEATH 02-10-2009
FILE NUMBER 21 09-0211
vL~r~C rlr COUNTY CUMBERLAND
TAYLOR P ANDREWS ESQ R(~;i-';-',~`'; ; ~„~~„~T ACN 101
~: ,
ANDREWS 8~ JOHNSON emu!'` ~ `~;'"~, APPEAL DATE: 12-04-2009
7 8 W P O M F R E T S T (See reverse ,side under albjections
CARLISLE PA 17013 Amount Remitted
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 YINGER CLIFFORD L FILE N0. 21 09-0211 ACN 101 DATE 10-05-2009
TAX RETURN WAS: (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) (1) 233, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 326, 176.57 credit to your account,
O 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 17, 528.4 3
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 249,682.30
e. Total Assets Ig) 826,387.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,625.02
9. Funeral Expanses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 804.50
11. Total Deductions C11) 13.429 _ 52
12. Net Value of Tax Return C12') 812,957.78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) f13) .00
14. Net Value of Estate Subjeet to Tax C14~ 812,957.78
NOTE: If an assessment 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 = .DO
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 812,957.78 X 045 = 36,583.10
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) .00 X 15 _ .00
19. Principal Tax Due c19)= 36,583.10
TAY /`D CT-T TC.
DATE C P
NUMBER D S O +)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-04-2009 CD011191 1,829.15 34,753.93
09-28-2009 SBADJUST .00 .02
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 36,583.10
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS.)