HomeMy WebLinkAbout11-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
__.~ _ __ - ...NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPIZAISEMENT, ALLDWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 `_. -.
HARRISBURG PA 17128-0601
~~Ci9 ~~~ 23 A~ ~ ~ = ~ $
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LINDA J OLSEN~~~1- _' ~;, P~,
KILLIAN K GEPHAT
PO BOX 886
HBG PA 17108-0886
REV-1547 EX AFP (01-09)
cl) .00
c2) 66,270.16
c3) .00
c4) .00
c5) 23,463.02
c6) .00
c7) .00
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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KONKLE EDNA E FILE N0. 21 09-0244 ACN 101 DATE 11-16-2009
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:
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.
14.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cg) 89,733.18
5,392.02
C9)
cl0) 476.19
(11) 5.868.21
c12) 83,864.97
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 65,17 8.23
Net Value of Estate Subject to Tax C14) 18,686.74
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
C15)
(16)
.00 X
c17) • 00 x
cla) 18,686.74 X
00 _ .00
045 . .00
12 = .00
15 _ 2,803.01
c19)= 2,803.01
1 MA V A G L 1 1
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-01-2009 CD011299 139.76 2,655.49
PAYMENT MUST BE MADE BY 12-04-2009*.
DATE 11-16-2009
ESTATE OF KONKLE EDNA E
DATE OF DEATH 03-04-2009
FILE NUMBER 21 09-0244
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-15-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
.00 X
TOTAL TAX CREDIT 2,795.25
BALANCE OF TAX DUE 7.76
INTEREST AND PEN. .00
TOTAL DUE 7.76
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A RFFIINTI_ SFF aFVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.)