HomeMy WebLinkAbout11-13-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
`'NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -- pppaAl'SfMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ - Of' DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2811601 .. ... ~ ~ ......
HARRISBUR(: PA 17128-0601
~~ ~.~ ~~~~~ i v ~: i ~ ~ 25
_ ,:\'
~ n~•: _~+
I i ~ ~i~.~~,i
ELIZABETH P MULLAUh'N kN
MCNEES ETAL
PO BOX 1166
HBG PA 17108-1166
~~
REV-1547 EX AFP (01-09)
DATE 11-09-2009
ESTATE OF DENISON WILLIAM E
DATE OF DEATH 08-20-2008
FILE NUMBER 21 08-1139
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 DENISON WILLIAM E FILE N0. 21 08-1139 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
cl) .00
(z) .00
c3) .00
C4) .00
(5) 87,980.82
C6) .00
cn .00
C8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
87,980.82
APPROVED DEDUCTIONS AND EXEMPTIONS:
14,247.42
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,7 90.26
11. Total Deductions (11) - 1 9 • 037.68
12- Net Value of Tax Return C12) 68,943.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax (14) 68,943.14
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 (15) 49,471.57 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 19,471 .57 X 045 = 876.22
17. Amount of Line 14 at Sibling rate C17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 876 • 22
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-14-2009 CD011239 .00 876.22
TOTAL TAX CREDIT 876.22
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PI\ID 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 ,.-
D RFFIINT)_ SFF REVERSE STT)F OF THTS FORM FnR TNSTRIICTTONC 1 ( h(