HomeMy WebLinkAbout11-13-09 (2)BUREAU DF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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JACQUELINE A KELLY~~
JAN L BROWN & ASSOC
845 SIR THOMAS CT 12
HBG PA 17109
COMMONWEALTH DF PENNSYLVANIA
_ _ _,_.DEpARTMENT OF REVENUE
'NOTICE OF INHERITANCE TAX
~,~AP`PRAiSEMENT, ALLOWANCE OR DISALLOWANCE
b~ DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (q1-09)
DATE 11-09-2009
ESTATE OF PEEPER JACQUELYN L
DATE OF DEATH 02-16-2009
FILE NUMBER 21 09-0242
COUNTY CUMBERLAND
ACN 101
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 !-'
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE: OF PEEPER JACQUELYN L FILE N0. 21 09-0242 ACN 101 DATE i1-09-2009
TAX RETURN WAS: (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) .00 NOTE: To insure proper
2- Stocks and Bonds (Schedule B) (2) .00
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) C4) .00 tax payment.
5. Cash/$ank Deposits/Misc. Personal Property (Schedule E) C5) 8 7,301.59
6. Jointly Owned Property (Schedule F) C6) 4, 056.82
7. Transfers (Schedule G) (7) 23, 951.03
e. Total Assets fig) 115,309.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
18,272.16
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
1D. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 628.97
11. Total Deductions (11) 1 8 .901 - 1
12. Net Value of Tax Return C12) 96,408.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) t13) .00
14. Net Value of Estate Subject to Tax C14) 96,408.31
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 X15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 96,408.31 X 045 = 4,338.37
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) •00 X 15 _ .00
19. Principal Tax Due ;lq) _ 4,338.37
TAX CREDITS:
PAYINENT RECEIPT DISCOUNT (+)
DC,TE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
05-15-2009 CD011255 216.92 4,121.45
TOTAL TAX CREDIT 4,338.37
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF P,4ID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, NO 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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