HomeMy WebLinkAbout09-18-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ "r "~ 1^~,, ',~,`-NQ~TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ---'AFPRABSEMENT, ALLDWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '.' ,OFD ~DU'CTIONS AND ASSESSMENT OF TAX
PO BOX 2B0601 ~ p
HARRISBURG PA 17128-0601 ~ ~~
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MARK A MATEYA ESI~~~ pal
MATEYA LAW FIRM
PO BOX 127
BOILING SPRINGS PA 17007
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 LEISHMAN SARA C FILE N0. 21 09-0357 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)
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:
(1) .00 NOTE: To insure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) • 00 tax payment.
c5) 6 , 292.38
c6) 16,896.12
c7) .00
~$) 23, 188.50
9,067.70
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,211 .64
11. Total Deductions (11) 1 ? • 79. ~4
12. Net Value of Tax Return C12) 10,909.16
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 10, 909.16
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 assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 10,909.16 X 045 = 490.91
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due c19)= 490.91
TAY CRFTITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-16-2009 CD011114 .00 490.91
TOTAL TAX CREDIT 490.91
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID 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" (CR), YOU MAY BE DUE
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REV-1547 EX AFP (01-09)
DATE 09-15-2009
ESTATE OF LEISHMAN SARA C
DATE OF DEATH 07-24-2008
FILE NUMBER 21 09-0357
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-14-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: