HomeMy WebLinkAbout01-08-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL Taz~~~;~'-'~,'~`~_~ ;AI~?~-I<`SiEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~.,...1, - p;F;I?EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 'i1 ~,t ~~ [ L_t ~ ~ i ' " ~ " ~
HARRISBURG PA 17128-0601
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GREGORY R RF,rAE$~I ',a~, ', .'_!., PP.
3120 PARKVIEW LANE
HARRISBURG PA 17111
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 12-28-2009
ESTATE OF KNIGHT ELIZABETH R
DATE OF DEATH 12-02-2008
FILE NUMBER 21 08-1223
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-26-2010
(See reverse side under Objections)
AB~ount ReAitted
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 YDUR RECORDS
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWA~MCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAB
ESTATE OF: KNIGHT ELIZABETH RFILE N0.:21 08-1223 ACN: 101 DATE: 12-28-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
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)
(1) 128,622.27 NOTE: To ensure proper
C2) ,OQ credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) • OQ tax payment.
c5) 116,682.47
t6) .OQ
c7)_ .OQ
cs) 245.304.74
(9) 19. F: .041
clo) .00
11. Total Deductions X11) 19,552.04
12. Net Value of Tax Return (12) 225,752.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) _ 225,752.70
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 d ate.
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 C16) 7 F:.7r+ .70 X Q45 = 10, 158.87
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 = .00
19. Principal Tax Due (19)= 10,158.87
TAX CREDITS:
rarnenr RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-20-2009 CD010932 507.94 10,000.00
TOTAL TAX PAYMENt 10,507.94
BALANCE OF TAX DUjE 349.07CR
INTEREST AND PENS .00
TOTAL DUE 349.07CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE (\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS. r~~\/