HomeMy WebLinkAbout11-23-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
'0 BOX 280681
iARRISBURG PA 17128-0681
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
" " .'~ roOT;fCE,-DF INHERITANCE TAX
AP~RAISEMENT, ALLOWANCE OR DISALLOWANCE
i OF DEDUCTIONS AND ASSESSMENT OF TAX
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KENNETH L RANSOM ~~~~ -~~~~~~~~ - ~ ~ P~
126 CREEKSIDE CT
GLENWOOD SPRINGS CO 81601
REV-1547 EX AFP (81-89)
DATE 11-16-2009
ESTATE OF RANSOM HEREWARD W
DATE OF DEATH 09-03-2008
FILE NUMBER 21 08-0936
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-15-2010
(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 F~
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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 RANSOM HEREWARD W FILE N0. 21 08-0936 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
cl) .00
c2) .00
c3) .00
c4) .00
c5)_ 54,461.13
c6) .00
n) .00
C8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
54,461.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
16,307.14
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 385.38
11. Total Deductions (11) 16.69?"~7
12. Net Value of Tax Return C12)
37,768.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14)
37,768.61
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 (15) • DO X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate (17) 12,589.54 X 12 __ 1,510.74
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 25,179.07 X 15 _ 3,776.86
19. Principal Tax Due (19)= 5,287.60
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
11-29-2008 CD010568 88.42 1,680.00
05-27-2009 CD011296 .00 3,523.60
TOTAL TAX CREDIT 5,292.02
BALANCE OF TAX DUE 4.42CR
INTEREST AND PEN. .00
TOTAL DUE 4.42CR
IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND" SEE REVERSE srnF OF TNTS FORM FOR TNCTRUrTTnMC ~