HomeMy WebLinkAbout10-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;~ 9.~~;6_~~'± i i~~xK E'9F INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES +'., ~'i'~,{~Pli~'p~.'SEMEfJT,'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION .-,~1'0~ 'REDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ; ~_ ~,~,,;;~,,,, ; ~,,;, _,,~,
HARRISBURG PA 17128-0601
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WILLIAM J HABERSTROH~;~~ ~:i,
WM J HABERSTROH LAW OFC
3615 BURGOON RD
ALTOONA PA 16602
REV-1547 EX AFP (01-09)
DATE 10-20-2009
ESTATE OF RIBBER JEAN M
DATE OF DEATH 11-19-2008
FILE NUMBER 21 09-0422
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 RIBBER JEAN M FILE N0. 21 09-0422 ACN 101 --------------
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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) C1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •D 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 12,918.5 4
6. Jointly Owned Property (Schedule F) C6) 1 , 008.03
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 13, 926.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
1,040 .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,5 70 .5 9
11. Total Deductions C11) ~.610.~9
12. Net Value of Tax Return C12) 8, 315.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 8, 315.98
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) 8, 315.98 X 045 = 374.22
17. Amount of Line 14 at Sibling rate (17) • 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 (19)= 374.22
TAY I"DCTITTQ.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-04-2009 CD011187 .00 374.22
TOTAL TAX CREDIT 374.22
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 ~1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~'~