HomeMy WebLinkAbout11-13-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION <OF Dt:pUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -' ,_ .__ i
HARRISBURG PA 17128-0601
~i~u,
~' i 1'. ~ .
L _
RONALD E JOHNSON ES~ ~ . - ^'~'
ANDREWS K JOHNSON
78 W POMFRET ST
CARLISLE PA 17013
~.
REV-1547 EX AFP (01-09)
DATE 11-09-2009
ESTATE OF HUNTINGTON MARIE G
DATE OF DEATH 01-17-2009
FILE NUMBER 21 09-0132
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-08-2010
(See reverse side under Ohjections)
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~
-------------------- ----------------------------------------------------------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HUNTINGTON MARIE G FILE N0. 21 09-0132 ACN 101 DATE 11-09-2009
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 49,614.52 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3)
.00 submit the upper portion
of thi s form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax pa yment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 31,745.15
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (B) 81 , 359.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
6,212.62
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) ( 10) .00
11. Total Deductions (11) A.?1 .6 7
12. Net Value of Tax Return t12) 75, 147.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trust s (Sc hedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 75, 147.05
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 retu rns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) • 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) 75,147.05 X 15 _ 11,272.06
19. Principal Tax Due (19) = 11,272.06
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-25-2009 (0011037 526.32 10,000.00
05-27-2009 (0011288 .00 745.74
TOTAL TAX CREDIT 11,272.06
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PC~ID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, ND PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
D RFFIINTI_ CFF RFVFRCF crnG nC Turc rnom rno r~~cr oiirrrna~