HomeMy WebLinkAbout11-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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4.. i ~}- ,~i•~ ~~~ feN!OTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ,p.pp~~1IS~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,~•- ~ ~ t~ + ' '"~ b '
PO BOX 280601 ~•~~-'~~ ~- ;-~' ~' ~ -IIEbUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
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RYAN M BORNSTEI ~"
HARVEY ETAL
800 LANCASTER AVE T-2
BERWYN PA 19312
REV-1547 EX AFP CO1-09)
DATE 11-02-2009
ESTATE OF JONES DEBRA A
DATE OF DEATH 08-17-2008
FILE NUMBER 21 08-0881
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-01-2010
(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 COl-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JONES DEBRA A FILE N0. 21 08-0881 ACN 101 ______________
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OR
DATE 11-02-2009
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) 270, 000.00 NOTE: To insure proper
(2) .0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C] C3) .0 0 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) 165,828.95
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
C8) 435,828.95
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 13,259.47
9. Funeral ExpenseslAdm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 67,510 .44
11. Total Deductions (11) 8n .769.91
355, 059.04
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
355, 059.04
14. Net Value of Estate Subject to Tax (14)
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:
00
00
. 00
15. Amount of Line 14 at Spousal rate (i5) • =
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •0 0 X 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) 355, 059.04 X 12 42, 607.08
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 1 5 = .0 0
19. Principal Tax Due (19)= 42, 607.0$
~ A N~,.~.
DATE RECEIPT
NUMBER ISCOUN (+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-13-2008 CD010527 1,973.68 37,500.00
05-04-2009 CD011200 .00 3,133.46
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 42,607.14
BALANCE OF TAX DUE .06CR
INTEREST AND PEN. .00
TOTAL DUE .06CR
C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)