HomeMy WebLinkAbout11-13-09 (2)I:UMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
' ~ FYOTI~E'-OF INHERITANCE TAX ~~
BUREAU OF INDIVIDUAL TAXES ApPR'AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ , ~-0F'~ D~DU.CTFON3~~.-AND ASSESSMENT OF TAX
PO BOX 2Ft06D1
HARRISBUF;G PA 17128-0601 ~At ~~yy CC REV-1547 EX AFP (O1-D9)
~~~~~~~~ ~~ F1~~s' G`~DATE 11-09-2009
ESTATE OF CHITTUM LINDA S
WM D SCHRACK III
SCHRACK K LINSENBACH
PO BOX 310
,~~ L;l '~= DATE OF DEATH 09-15-2008
,~~~.~~ ~^~~ i'~j FILE NUMBER 21 08-0963
~.,~ , -- ~` ~~, COUNTY CUMBERLAND
~° ACN 101
DILLSBURG PA 17019-0310
APPEAL DATE: 01-08-2010
(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 F-
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REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPR --------------------
AISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE: OF CHITTUM LINDA S FILE N0. 21 08-0963 ACN 101 DATE 11-09-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 133,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 413,416.47 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 38,992.81
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 585,409.28
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 20,034.24
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C 10) 6,175.00
11. Total Deductions (11) 76. 09.74
12. Net Value of Tax Return (12) 559, 200.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trust s (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 559,200.04
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 (16) •00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 559,200.04 X 15 _ 83,880.01
19. Principal Tax Due (19) = 83,880.01
rt¢~~iri LISGUUNI (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-26-2008 CD010573 4,194.00 80,000.00
TOTAL TAX CREDIT 84,194.00
BALANCE OF TAX DUE 313.99CR
INTEREST AND PEN. .00
TOTAL DUE 313.99CR
IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE~~+~
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