HomeMy WebLinkAbout09-18-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ~ I NtlT4IICiE QI~~r~`NHERITANCE TAX ~'
BUREAU OF INDIVIDUAL TAXES gppRAq.G~EM•EiJT,~ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISIDN OF •DE-D~UC~T~DNS AND.ASSESSMENT OF TAX
PD BOX 280601
HARRISBURG PA 17128-0601 p CC REV-1547 EX AFP (01-09)
~~~g SL~ ! ~ ri'f ~~~ ~TE 09-15-2009
ESTATE OF GRAHAM HELEN D
;^`F~' ~.i DATE OF DEATH 05-21-2008
~ ~~~
~~~ r~.~~c ":~ t FILE NUMBER 21 08-0601
~~ .rJ`~ ~ ,~. Z ~li~ c
f`I '• '' ~ , ;^, PgCOUNTY CUMBERLAND
JOSEPH D BUCKLEY ESQ ~' ~ ACN 101
1237 HOLLY PIKE APPEAL DATE: 11-14-2009
CARL I SL E PA 17 013 - 4435 (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~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GRAHAM HELEN D FILE N0. 21 08-0601 ACN 101 DATE 09-15-2009
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. CostslMisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
C15)
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. ~4mount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
cl) .00
I2) 119,417.70
c3) .00
c4) .00
cs) 26,661.49
c6) .00
c7) .00
ce)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
146,079.00
24,517.61
(9)
clo) 4,222.17
C11) 28.739.78
c12) 117, 339.00
00 X
c16) 92,339.00 X
ci7) 15, 000.00 X
c18) • 0D x
00 _ .00
045_ 4,155.00
12 _ 1,800.00
15 _ .00
c19)= 5,955.00
~,~n ~.n ~a,.a .
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-17-2009 [0010913 .00 5,200.00
04-13-2009 [0011105 .00 462.00
INTEREST IS CHARGED THROUGH 09-30-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
Non-elected 9113 Trusts (Schedule J) C13) 10,000.00
c14) 107,339.00
TOTAL TAX CREDIT 5,662.00
BALANCE OF TAX DUE 293.00
INTEREST AND PEN. 12.10
TOTAL DUE 305.10
IF TOTAL DUE IS LESS THAN $1> NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A RFF11NT1 CLC ocvrocr crnr nr :..r.. ~.. •+.. ~.-~ -~•---~~----"- -