HomeMy WebLinkAbout10-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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t"~ ('~ '~`' -- ~ `•NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~t"!"~`l!~~,.a~:. 5 APQ,RAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r ~-~-• ~ ('',_ ~ •O~~ SEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 j ~''•_ ~ ( 4..• '' '
HARRISBURG PA 17128-0601
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SAMUEL L ANDES r~~`' f '
525 N 12TH ST
LEMOYNE PA 17043
REV-1547 EX AFP CO1-09)
DATE 10-20-2009
ESTATE OF YOUNG MARGARET B
DATE OF DEATH 01-26-2008
FILE NUMBER 21 08-0168
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-19-2009
(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 ~
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REV-1547 EX AFP COl-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF YOUNG MARGARET B FILE N0. 21 08-0168 ACN 101
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OR
DATE
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10-20-2009
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) (1) 158,500.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .~ ~ credit to your account,
0 ~ submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of thi s form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax pa yment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,4 9 3.6 5
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 159, 993.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9,036.41
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C 10) 159,960.58
11. Total Deductions (11) 1 68.996.99
12. Net Value of Tax Return C12) 9,003.34-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 9, 003.34-
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 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
TAY f`D CTITT~`.
~ A V A L i , V.
PAYMENT
DATE
R CEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN Sl, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)