HomeMy WebLinkAbout09-18-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
t.~S.lt,i `. t",'-~ICy6- OF INHERITANCE TAX
,,, ,~ ~R~AI~@Jfi~N'L.', ALLOWANCE OR DISALLOWANCE
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DEBORAH PFANNENSCHKi~'D'4-'~~~~~`~P`'C l;Q , pA,
6 DANNAH DR
CARLISLE PA 17015
DATE 09-15-2009
ESTATE OF GREGOR FLORENCE H
DATE OF DEATH 01-16-20D9
FILE NUMBER 21 09-0194
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-14-2009
(See reverse side under Objections)
A®ount 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 E--^
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E - 547 EX AFP (O1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GREGOR FLORENCE H FILE N0. 21 09-0194 ACN 101 DATE 09-15-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SSE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) •00i credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00' submit the upper portion
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) 4 4,005.00E
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule 6) (7) 7,655.00
8. Total assets ($) 51,660.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 4,701.00
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00.
11. Total Deductions (11) 4.7 ~ ~~
12. Net Value of Tax Return (lY) 46,959.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (1ffi) .00
14. Net Value of Estate Subject to Tax (14) 46,959.00
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 Lina 14 at Spousal rate C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 46, 959.00 X 045 ~ 2,113.16
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •DO X 15 _ .00
19. Principal Tax Due
T~V /.~f-l1T Tl. _ C19)= 2,113.16
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-30-2009 CD011052 102.95 1,956.00
PAYMENT MUST BE MADE BY 10-16-2009*.
TOTAL TAX CREDIT 2,058.95
BALANCE OF TAX DUE ' 54.21
INTEREST AND PEN. .00
TOTAL DUE 54.21
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CRED'IT" (CR), YOU MAY BE DUE /
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) `,,(
REV-1170 EX (8-08) ~
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INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Florence H. Gregor 2109-0194
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
H B_g The claim for the family exemption has been disallowed. The clalimant must be a spouse
or if no spouse, a parent or child living in the same household as the decedent as of the
date of death.
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