HomeMy WebLinkAbout09-18-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
_,~_ ,, _,. ~ DEPARTMENT OF REVENUE
' -~. ~„ ^Wd'ftQE OF INHERITANCE TAX
~~ AP~R'AI~E~MEN-T, ALLOWANCE OR DISALLOWANCE
~`- `" `'' OF"DEDUCTIONS AND ASSESSMENT OF TAX
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:STEPHANIE KLEINFELTER ESQ '~'
KEEPER ETAL
635 N 12TH ST STE 400
ILEMOYNE PA 17043
REV-1547 EX AFP (01-09)
DATE 09-15-2009
ESTATE OF ANDERSON MARY A
DATE OF DEATH D3-18-2008
FILE NUMBER 21 08-0615
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-14-2009
(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 E-
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ANDERSON MARY A FILE N0. 21 08-0615 ACN 101 DATE 09-15-2009
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) (1) .00 NOTE: To insure proper
2 Stocks and Bonds (Schedule B) (2) 380,983.67 credit to your account,
DO submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 135,928.86
6. Jointly Owned Property (Schedule F) (6) 27,957.40
7. Transfers (Schedule G) (7) 107,610.00
(g) 652,479.43
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 15,836.84
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7.340.79
11. Total Deductions (11) 23.177-63
629,302.30
12. Net Value of Tax Return C12)
00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) I13) .
14. Net Value of Estate Subject to Tax (14) b29,302.30
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. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
(15)
00 X
(16) 629,302.30 X
C17) • 00 X
cls) .00 X
00 _ .00
045_ 28,318.60
12 _ .00
15 _ .DO
c19)= 28,318.60
1f1A V1~GLiIV.
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-04-2008 CD009850 1,399.68 26,594.00
04-13-2009 CD011108 5.40- 330.53
TOTAL TAX CREDIT 28,318.81
BALANCE OF TAX DUE .21CR
INTEREST AND PEN. .00
TOTAL DUE .21CR ,~
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ,J