HomeMy WebLinkAbout11-13-09 (2) COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
^~NUTI~ErDFI-INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~
APPRAISt:~MfNT, A LOWANCE OR DISALLOWANCE
PO BOX 260601 QF DE~U£T:IPN$,':ANI) ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 I "'
REV-1547 EX AFP (01-09)
~~°~~tiLR !~ ~~~~~ GOa1TE 11-09-2009
ESTATE OF CARPENTER JOAN A
r ~~~ ~.~ DATE OF DEATH 09-07-2008
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.~n,; '~~' FILE NUMBER 21 08-0930
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P~OUNTY CUMBERLAND
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R MARK THOMAS ESQ v~i~
~ ACN
101 S MARKET ST 101
APPEAL DATE: O1-OS-2010
MECHANICSBURG PA 17055 (See reverse side underOfijections)
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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE: OF CARPENTER JOAN A FILE N0. 21 08-0930 ACN 101 DATE 11-09-2009
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
C1) .0 0 NOTE: To insure proper
C2) 18,341.36 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 50 151.56
c6) .00
cn 335,583.09
c8) 404, 076. O1
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule
H) 27,504.82
(9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 27.066 .36
11. Total Deductions (11) ~4.F71 .lA
12. Net Value of Tax Return C12) 349,504.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 6 3,322.32
14. Net Value of Estate Subject to Tax X14) 286, 182.51
NOTE: If an assessment was issued previously, l ines 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 (16) • 00 X 045 _ . 00
17. Amount of Line 14 at Sibling rate C17) 145,521.00 x 12 _ 17,462.52
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 140,661.40 X 15 _ 21,099.21
19.
T... ..~I Principal Tax Due
r.,tr..
c19)=
38,561.73
DA"fE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
04-16-2009 CD011119 .00 38,561.73
TOTAL TAX CREDIT 38,561.73
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, ND PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
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