HomeMy WebLinkAbout10-23-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712E-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~^nr~.r~t"~t~'~'; !~''; ~-"' NO*ICE OF INHERITANCE TAX
~' ~ ,_,ApPRA-iSEMENT, ALLOWANCE OR DISALLOWANCE
~ ~_1 ;`~ ~ ~;'; ~yDF';'DE1?UCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP CO1-09)
Z~ ~~~ ~~ ~'~ #~~ ~ DATE 10-20-2009
ESTATE OF TUBBS LARRY G
~.~ ~~,;,• ,--,^ DATE OF DEATH 07-16-2007
r~ ;r~T FILE NUMBER 21 09-0028
~,~`r~~, ~ ,~=' ' ~ ,~ _
^°~ COUNTY CUMBERLAND
DALE F SHUGHART J~`.-ESQ :i ACN 101
11 W HIGH ST APPEAL DATE: 12-19-2009
CAR L I S L E P A 17 013 (See reverse side under Objections )
Amount Remitted -1
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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TUBBS LARRY G FILE N0. 21 09-0028 ACN 101 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) C1) .0 0
2. Stocks and Bonds (Schedule B) (2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,512.48
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
3,512.48
APPROVED DEDUCTIONS AND EXEMPTIONS:
24,928.40
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.3 3 2.5 3
11. Total Deductions C11) 27.260.9
12. Net Value of Tax Return C12) 23, 748.45-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 23,748.45-
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 (15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •0 0 X 04 5 ~ .0 0
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 (19)= .0 0
TAY ~`DCTTTQ .
AYM NT
DATE R CEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
70TAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE~`O`
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)