HomeMy WebLinkAbout10-16-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '~~ "~!-'•''"~-~, ~ +g~~}E T~ AI:LOWANGE OR DISALLOWANCE
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INHERITANCE TAX DIVISION
PO BOX 280601 -~. O,F'~EDUC:TIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 °•
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WM D SCHRACK I I I ~t `~~ ~ ~ ~~ ~ ~ ~ ~ ~~~
SCHRACK B LINSENBACH L'AJ' '
124 W HARRISBURG ST
DILLSBURG PA 17019-0310
REV-1547 EX AFP CO1-09)
DATE 10-12-2009
ESTATE OF CARTER ESTHER M
DATE OF DEATH 11-01-2008
FILE NUMBER 21 08-1237
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 ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CARTER ESTHER M FILE N0. 21 08-1237 ACN 101 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)
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
cl) .00
c2) 117 ,146.95
C3) .00
C4) .00
c5) 86 , 429.40
C6) 19, 387.31
c7) .00
cs)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
222,963.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
21,887.30
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2 6 7.6 6
11. Total Deductions C11) 72.154.96
12. Net Value of Tax Return (12) 200,80$.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
808
70
200
14. Net Value of Estate Subject to Tax C14) .
,
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 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate Clb) 200, 808.70 X 045 = 9, 036.39
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)= 9, 036.39
Tw~r r~cnTT~.
V ^ V .
A NT
DATE
RECE P
NUMBER
SCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-23-2009 CD010818 451.82 9,000.00
TOTAL TAX CREDIT 9,451.82
BALANCE OF TAX DUE 415.43CR
INTEREST AND PEN. .00
TOTAL DUE 415.43CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
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 FORM FOR INSTRUCTIONS.)