HomeMy WebLinkAbout11-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF. INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APP-RAiSEIN~NT;•~AL'LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIO 3.AND ASSESSMENT OF TAX ~'
PO BOX 280601
HARRISBURG PA 17126-0601 ~._ _ _~ •_ - REV-1547 EX AFP (01-09)
DATE 11-16-2009
~~~~ ~~~~ ~~ ~"~ ~ ~ ~ 1 $ ESTATE OF DIVEN FLORENCE G
DATE OF DEATH 09-07-2008
E'--i--'s~ F;- FILE NUMBER 21 08-0975
c~:_
C~~ ~ r;' ~ yr COUNTY CUMBERLAND
PATRICIA J ECKMAN ~~ ~ _, ~ p}~ ACN 101
APPEAL DATE: 01-15-2010
CARLISLE PA 17015-7509 (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 ~
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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 DIVEN FLORENCE G FILE N0. 21 08-0975 ACN 101 DATE 11-16-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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
C1) .00 NOTE: To insure proper
C2) 9 ,376.87 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
(5) 1 , 988.88
(6) 52 , 141 .80
(n 136,459.18
(B) 199,966.73
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule
H) 12,069.97
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10L 3,454 .93
11. Total Deductions (11) 1 .~+ 4.90
12. Net Value of Tax Return (12) 184,441.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 184,441.83
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 assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 184,441.83 X 045 = 8,299.88
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 (19)= 8,299.88
r,a,nrivi rctutiri ll1S000NT (+) _
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-05-2008 CD010601 263.16 5,000.00
06-02-2009 CD011309 .00 3,036.73
TOTAL TAX CREDIT 8,299.89
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
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 DUE
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