HomeMy WebLinkAbout01-08-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~!~PP~`+A'1'~E~~~'1,~~ ~LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ d~; I?E~?UC`~-'~-O~I§ AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 ~ r t ~ REV-1547 EX AFP C12-09)
HARRISBURG PA 17128-0601 i~' i ' ,. ` i i ,_ ~ ` jk'`. ,
Z~ f ~ ,Jd -- 8 P ~ ~ 1 ~
E J BERGER LAW FIRI~~~~,,A~ ~-, =~,Y ~,'~`i ~
21047 MARKET ST ~ `~` `-"'" ' ~'
CAMP HILL PA 17011
DATE 12-28-2009
ESTATE OF REINECKER RUTH N
DATE OF DEATH 01-24-2009
FILE NUMBER 21 09-0171
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-26-2010
(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 _ ~- --R
ETA_IN LOWER POR_TION
FOR YOUR
REV-1547 REC
O
R
D
S
E
~
_
_
EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEME
D _
_
_
_
___
_
___
NT
CE
A
O _
--------------'
OR
ISALLOWANCE OF DEDUCTIONS AND ASSESS
ESTATE OF MENT
OF
TAX
: REINECKER RUTH
NFILE N0.:21 09-0171
ACN: 101
DATE: 12-28-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED c ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
cl)
2. Stocks and Bonds cSchedule B) 110, 000.00 NOTE: To ensure proper
c2)
3. Closely Held Stock/Partnership Interest cSchedule C) .0 Q credit to your account,
submit the
(3)
4. Mortgages/Notes Receivable (Schedule D) .0 0 upper portion
of this form with your
c4)
5. Cash/Bank Deposits/Misc. Personal Property cSchedule E) c5) •0 0
4,7 9 5
0 0 tax payment.
6. Jointly Owned Property cSchedule F) .
(6)
7. Transfers (Schedule G) .0 0
c7) 14, 612.40
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: cB) 129.407 40
9. Funeral Expenses/Adm. Costs/Misc. Expenses cSchedule H)
c9)-
10. Debts/Mortgage Liabilities/Liens cSchedule I) 2.8 6 9
clo) 5,269.00
11. Total Deductions
12• Net Value of Tax Return cll) 8, 095.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sched
l c12) 121,312.11
u
e
14. Net Value of Estate Subject to Tax J)
C13) .0 0
c14)
NOTE: If an assessment was issued previously,
lines 14
15 121,312 11
,
a
reflect figures that include the total of ALL nd/or 16, 17, 18 and 19 will
returns
ASSESSMENT OF TAX: assessed to d ate.
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
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT c+]
DATE NUMBER INTEREST/PEN PAID C-)
04-24-2009 CD011157 272.95
12-21-2009 REFUND .00
c15) .00 X 00 = .00
c16) > > • > > > x 045 = 5, 459.04
cln no x 12 = .00
c18) .00 X 15 = .00
c19)= 5,459.04
AMOUNT PAID
,202.79
16.70-
TOTAL TAX PAYMENT 5,459.04
BALANCE OF TAX DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.