HomeMy WebLinkAbout10-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r (`, a~ "j'Y - NOTICE OF INHERITANCE TAX
n.p^ ~t '1f'"'~~ i
BUREAU OF INDIVIDUAL TAX~$~ t'r:'• -• °i ,APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION { i ', ~ s >,',QF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~ ~; r„ ~ ~ '~ t
HARRISBURG PA 17128-0601
~ ~ t •
r r,.Ra~. 1 - ~ YI ~~
t ~,-, y..' ~ 1
~'
_-
CRAIG A HATCH ~.,~~ -
1013 MUMMA ROAD
SUITE 100
LEMOYNE PA 17043
REV-1547 EX AFP CO1-09)
DATE 10-20-2009
ESTATE OF DRZAL LEO S
DATE OF DEATH 12-11-2008
FILE NUMBER 21 09-0184
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_ ~ _
--- --------------- --- ----- ----------------------------- ------- -----
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DRZAL LEO S FILE N0. 21 09-0184 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) 261,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 3 0 7.0 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) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2 0,0 8 6.0 0
6. Jointly Owned Property (Schedule F) (6) 122, 157.00
7. Transfers (Schedule G) (7) 436,419.00
8. Total Assets C8) 839, 969.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 20,839.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,4 0 8 .0 0
11. Total Deductions (11) 22.247.00
12. Net Value of Tax Return (12) 817, 722.00
•0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13)
817, 722.00
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 C16) 817, 722.00 X 045 = 36, 797.00
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)= 36,797.00
rwv ,+nrnr-r~ .
AY ENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-09-2009 CD011721 .00 36,797.00
TOTAL TAX CREDIT 36,797.00
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 ~l, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU ~Q
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)