HomeMy WebLinkAbout09-18-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
' eio'F$C~ OFI,`I~'NI~E)2'ITANCE TAX ~
BUREAU OF INDIVIDUAL TAXES AppRA.IS~~TE7d'f p~40,Wq,NCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF;'DE~U,(;T~O,NS ANA=_ASSESSMENT OF TAX
PO BOX 280501
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
~(}j~ ~~ ~ ~ ~ ~I t~1~E 09-15-2009
ESTATE OF BENNETT JR EMERSON M
„-r,~ ~~,~ DATE OF DEATH 07-18-2008
r ~~, ~,~~ ~ ~~;~ ~~ -r FILE NUMBER 21 08-0799
~~ I I ~' V a 1, ~ I
MURREL R WALTERS I I I C'_~ - ~' I~"OUNTY CUMBERLAND
" ACN 101
54 E MAIN ST APPEAL DATE: 11-14-2009
MECHANICSBURG PA 17055 (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 ~
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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 BENNETT JR EMERSON M FILE N0. 21 08-0799 ACN 101 DATE 09-15-2009
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) 168,336.00 NOTE• To insure ro er
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
cz) .00
c3) .00
c4) .00
c5) 15, 043.18
c6) .00
c7) .00
C8)
• P P
credit to your account,
submit the upper portion
of this form with your
tax payment.
183,379.18
APPROVED DEDUCTIONS AND EXEMPTIONS:
16,662 .22
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 192.225 .00
11. Total Deductions X11) 7 08.887.?7
12. Net Value of Tax Return (12) 25,508.04-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00
14. Net Value of Estate Subject to Tax X14) 25,508.04-
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) •0 0 X 0 0 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •0 0 X 045 = .OD
17. Amount of Line 14 at Sibling rate (17) •00 X 12 _ .DO
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due C19)= .00
TAY f DCTITTC.
~~`PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PA[D AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
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