HomeMy WebLinkAbout10-27-09 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 280601
HARRISBURG PA 17128-0601 zQ/f(- ,y~~
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SAMUEL L ANDES ,.r, r~q
525 N 12TH ST
LEMOYNE PA 17043
REV-1547 EX AFP (01-09)
DATE 09-28-2009
ESTATE OF PATTON ADONIA L
DATE OF DEATH 12-01-2007
FILE NUMBER 21 08-0367
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 1,1-27-2009
(See reverse side under' 08jections)
Amount Remitted
MAKE CHECK PAYABLE AND R MIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~"h' __
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWA~MC~ OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA)~
ESTATE OF PATTON ADONIA L FILE N0. 21 08-0367 ACN 101' DATE 09-28-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ] CHANGED
KESERYATIUN CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 8 5 000.0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable [Schedule D)
0 of this form with your
C4) . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 204.32 3
6. Jointly Owned Property (Schedule F) (6) .Od
7. Transfers (Schedule G) (7) .Oq
8. Total Assets I8) 355,402.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig] 24,30 3.68
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,24 6.94
11. Total Deductions C1X) 96.~R0.69
12. Net Value of Tax Return C1~) 328,852.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) ' .00
14. Net Value of Estate Subject to Tax C1G) 328,852.22
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,'lb, 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 d0 ~ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 328,852.22 X q45 ~ 14,798.35
17. Amount of Line 14 at Sibling rate I17) .00 X 12 ~ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due cly~= 14,798.35
rex rornTr~.
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-22-2009 (0011141 .00 14,798.35
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-23-2009 TOTAL TAX CREDIT 14,798.35
BALANCE OF TAX DUE .00
INTEREST AND PEN. 570.86
TOTAL DUE 570.86
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN il, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CRED!,IT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FIORH FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
~7r~''~ .h r.. DEPARTMENT OF REVENUE
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P-~^` ~r~~{1F rNaTICE OF INHERITANCE TAX
~"rL~r~ i t . i APPR'/tI~.BMENT, ALLOWANCE OR DISALLOWANCE
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'+ ;0~ 'DEDUCTIONS AND ASSESSMENT OF TAX