HomeMy WebLinkAbout09-18-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,,..,. - {~:~ :`'.. NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~.~ APPR:AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~ 6F, DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - ,`;i i-i'~ ~~, ",
HARRISBURG PA 17128-0601 "'" `~
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DAVID H RADCL ,R, ESQ _' ~'~
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RADCLIFF LAW OFCS
1.011 MUMMA RD STE 201
L.EMOYNE PA 17043
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 CHOP MARIE K FILE N0. 21 08-0812 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) C1) .00 NOTE: To insure proper
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
I2) 336,021.30 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
(5) 63,893.08
c6) .00
I7) 38,364.46
c8) 438,278.84
APPROVED DEDUCTIONS AND EXEMPTIONS: 15,464.51
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,4 35.65
11. Total Deductions C11) 16.900.16
12. Net Value of Tax Return C12) 421,378.68
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
421,378.68
14. Net Value of Estate Subject to Tax (14)
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 I15) • 00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 421 , 378.68 X 045 = 18, 962.04
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due C19)= 18,962.04
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-24-2008 CD010452 873.68 16,600.00
04-16-2009 CD011123 .00 1,488.38
REV-1547 EX AFP (01-09)
DATE 09-15-2009
ESTATE OF CHOP MARIE K
DATE OF DEATH 07-25-2008
FILE NUMBER 21 08-0812
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-14-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 18,962.06
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TDTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
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