HomeMy WebLinkAbout10-16-09 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
CRAIG A DIEHL ESQ
C A DIEHL LAW OFCS
3464 TRINDLE RD
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,~,~~"` ~t3t~~"".:'"1 ~~^~~~#,,~P~E;'"QF INHERITANCE TAX
j'~-'A~'~RAISEME`N'(,' ALLOWANCE OR DISALLOWANCE
r~P f~;.J k~ 1I~EDU'~1yIONS AND ASSESSMENT OF TAX
CAMP HILL PA 17011
REV-1547 EX AFP CO1-09)
DATE 10-12-2009
ESTATE OF RHOADS II ROBERT E
DATE OF DEATH 08-05-2007
FILE NUMBER 21 07-0764
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-11-2009
(See reverse side under Objections
Amount Remitted _~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS !~'-_
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RHOADS II ROBERT E FILE N0. 21 07-0764 ACN 101 ---------------
OR
DATE 10-12-2009
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) C1) .0 0 NOTE: To insure proper
2 Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
. 0 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) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) .0 0
APPROVED DEDUCTIONS AND EXEMPTIONS: 10,131 .26
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 202.785 .00
11 . Total Deductions tll) 212.916 _ 26
12. Net Value of Tax Return C12) 212, 916 . 26-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 212,916.26-
NOTE: If an assessment was issued prevfously, 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:
00
00
. 00
15. Amount of Line 14 at Spousal rate (15) • X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 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) •0 0 X 15 = .0 0
19. Principal Tax Due C19 )- .0 0
PAY NT
DATE R C IPT
NUMBER DISCO NT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)