HomeMy WebLinkAbout11-13-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOT,IQFr. AF INHERITANCE TAX a
BUREAU OF INDIVIDUAL TAXES - APPRAISEMENfi; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 .O.F -DEDUCTIONS AND ASSESSMENT OF TAX -
.. _
HARRISBURG PA 17128-0601 -~-• -~ '-' -' ""' REV-1547 EX AFP (01-09)
L~}~~ ~~~`,~ t ~ ~(,~ ~ ;DATE 11-09-2009
.
STATE OF TYLER SR RONALD G
DATE OF DEATH 10-02-2008
'..,' t-~1:~'~.;~~" FILE NUMBER 21 08-1041
_ is COUNTY CUMBERLAND
~ ~ ~
STEVEN P MINER ESQ n,
!?~ ACN 101
L:'
DALEY ETAL .
APPEAL DATE: O1-OS-2010
1 0 3 5 M O M M A R D S T E 101 ( See reverse side under Objections
WORMLEYSBURG PA 17043 Amount Remitted 1
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 t---
-----------------------------------
REV-1547 EX AFP CO1-09) ---------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TYLER SR RONALD G FILE NO. 21 08-1041 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)
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
n) .00
cz) . 00
c3) .00
c4) .00
cs) 51 , 272.67
c6) .00
c7) 20,210.64
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
71,483.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
14,321.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 14.3?1 .00
12. Net Value of Tax Return c12) 57 162.31
j
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) {13) .00
14. Net Value of Estate Subject to Tax ~l4) 57, 162.31
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) 38,686.48 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 18,475.83 X 045 = 831.41
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 il9)= 831 .41
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
12-31-2008 CD010724 18.42 350.00
05-21-2009 CD011279 .00 462.99
TOTAL TAX CREDIT 831.41
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 S1, NO PAYMENT IS REQUIRED. ~ `'
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAV BE DUE ,~\
A DCellAln eee De\/voce crnr nr Turc rnou rno rucT O~irrrn.i~ ~