HomeMy WebLinkAbout10-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICF~. OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES r r~ ~, ~
~r n ZS~ME T;' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION {~ ~ !~ -'roF'~'D~p~1CTI0NS AND ASSESSMENT OF TAX
PO BOX 280601 ~. -~ TF-r _
HARRISBURG PA 17128-0601 `-' ~ ` ~ - °=
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CRAIG A HATCH ESq ~~~~ J' ~ ~ "~ ~~^~
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GATES ETAL ~~~-
1013 MUMMA RD STE 100
LEMOYNE PA 17043
REV-1547 EX AFP (01-09)
DATE 10-20-2009
ESTATE OF MILLS MILDRED
DATE OF DEATH 09-02-2008
FILE NUMBER 21 08-0957
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 CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLS MILDRED FILE N0. 21 08-0957 ACN 101 --------------
---
OR
DATE 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) 194,208.37 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .0 0
credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) ~3) . 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) 4 2 3.7 8
6. Jointly Owned Property (Schedule F) (6) 815.12
7. Transfers (Schedule G) (7) 1 , 425.00
8. Total Assets ~$) 196,872.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
158,813.16
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7 4 3.6 3
11 . Total Deductions C11) ) ~9 • S~6 - 79
12. Net Value of Tax Return C12)
37,315.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14)
37,315.48
NOTE: If an assessment was issued previously, l ines 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) 815.12 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 36,500.36 X 045 = 1,642.52
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) •0 0 X 15 _ .0 0
19. Principal Tax Due C19)= 1,642.52
TAY /`DCi1TTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-26-2008 CD010570 78.95 1,500.00
05-05-2009 CD011196 .00 63.57
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 1,642.52
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)