HomeMy WebLinkAbout09-18-09COMMONWEALTH OF PENNSYLVANIA
f,_~I,,DF,,.~,ARTMENT OF REVENUE
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BUREAU OF INDIVIDUAL TAXES A¢~#j2Af,$ff~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE= TAX DIVISION ' ~'- ' = - ''"dF Iti~hJlJ'CTIONS AND ASSESSMENT OF TAX
PO BOX 2B0601
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
tL`•~ `°-° ~ L t'1 ~c.• t. DATE 09-15-2009
ESTATE OF GRUBB VALJEAN E
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.JAMES M BACH ATTY~
352 S SPORTING HILL RD
MECHANICSBURG PA 17050
DATE OF DEATH 12-06-2008
FILE NUMBER 21 08-1229
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-14-2009
(See reverse side under Ohjections)
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 GRUBB VALJEAN E FILE N0. 21 08-1229 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) .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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. 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
(2) .00 credit to your account,
submit the upper portion
(3) .00 of this form with your
(4) .00 tax payment.
c5) 70 , 766.85
c6) .00
c7) .00
cB) 70,766.85
16,494.00
(9)
clo) _ . 00
(11) 1 6.494. DO
c12) 54,272.85
Non-elected 9113 Trusts (Schedule J) C13) .00
c14) 54,272.85
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 C17) •00 X
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X
19. Principal Tax Due
TAX C'RFi1TTS•
12 _ .00
15 _ .00
c19)= 2,442.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-04-2009 CD011076 .00 2,442.00
TOTAL TAX CREDIT 2,442.00
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. 1
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A RCCIIAIn CCC DCVCDCC CTT1C nC TLJTC CnDM CnD TAICT DIIrTrnuc ~
c15) • 00 X 00 _ . 00
c16) 54,272.85 X 045 = 2,442.00