HomeMy WebLinkAbout01-08-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES "''~ ~~~ ; .,~M.~- ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~' _.',~bF-. Di b ~~'IONS AND ~.SSESSMENT OF TAX REV-1547 IX AFP C12-09)
PO BOX 280601 - s .; ~
HARRISBURG PA 17128-0601 i i i~'i ~d _,,,,,
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P~ ~' ~ ~ DATE 12-28-2009
ESTATE OF DODGE HELEN M
DATE OF DEATH 04-14-2009
CL~~( CJF FILE NUMBER 21 09-0359
OR~iA'?`C ~(~~#~~ COUNTY CUMBERLAND
GAKEB R WALTZ (~~.~RJ'ri-'. `~
,;'`;`~!;t~(}~7
PA ACN 101
TURD LAW OFCS ._ .,
. APPEAL DATE: 02-26-2010
28 S P ITT ST (See reverse side under Objections)
CARLISLE PA 17013 A~ount Reoitted
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 (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DODGE HELEN MFILE N0.:21 09-0359 ACN: 101 DATE: 12-28-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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) .00 NOTE: To ensure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 67, 151.24
c6) .00
c7) .00
cs) _ 67.151.24
(g) 20.31 7
no) .00
11. Total Deductions X11) 20,311.57
12. Net Value of Tax Return C12) 46,839.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 46,839.67
NOTE: If an assessatent 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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 46 . S 9 " 67 X 045 = 2, 107.79
17. Amount of Line 14 at Sibling rate C17) .OD X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 = .00
19. Principal Tax Due C19)= 2, 107.79
TAX CREDITS:
rwrntni RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-09-2009 CD011466 105.39 2,002.40
TOTAL TAX PAYMENT 2,107.79
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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 FORM FOR INSTRUCTIONS.