HomeMy WebLinkAbout12-29-09' NOTICE OF INHERITANCE TAX Pennsylvania ~
APPRA~SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES " 0 $ SSESSMENT OF TAX REV-1547 EX AFP Q2-09)
INHERITANCE TAX DIYISION DF~"Ll~D~.fi~` i~'"~~~d~~-
PO BOX 280601 - '~ ~ ~ n
HARRISBURG PA 17128-0601 + L'~ ' t„i _, ,_ ;
DATE 12-28-2009
Z0~9 DEC 29 aM ~(~: ~~STATE OF DUNKLEBERGER BENJAMIN R
DATE OF DEATH 10-16-2008
c~~~~` ~ J~ FILE NUMBER 21 09-0037
JOHN H BROUJOS ESQ Q~PH~'N? ~-'C~`~~T ACNNTY lO1BERLAND
~~P~i~~`',I '~k''~~, (~~~~. ~A. APPEAL DATE: 02-26-2010
4 N HANOVER ST
CARL ISLE PA 17013 (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 t--'
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DUNKLEBERGER BENJAMIN RFILE N0.:21 09-0037 ACN: 101 DATE: 12-28-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C )() CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) IL) 140,000.00 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) ~2) 31,301.03 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~a tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 236,88 0.36
6. Jointly Owned Property (Schedule F) C6) •00
7. Transfers (Schedule G) (7) 26,855.60
8. Total Assets c8) 435,036.99
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5 3.139.26
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 400.00
11. Total Deductions X11) 53,539.26
12. Net Value of Tax Return I12) 381 , 497.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 381,497.73
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) .00 X DO = .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 C17) 381 .497.73 X 12 = 45,779.73
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due C19)= 45,779.73
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-15-2009 CD010775 526.32 10,000.00
07-07-2009 CD011455 .00 32,246.14
INTEREST IS CHARGED THROUGH 01-12-2010 TOTAL TAX PAYMENT 42,772.46
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 3,007.27
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 73.18
TOTAL DUE 3,080.45
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUF
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (fj/'(`
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REY-170 EX (&8E) ~ ~ ~ ,
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Benjamin L. Dunkleberger 2109-0037
REVIEWED BY ACN
Sheila Megonnell 101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
G The IRA is fully taxable as the decedent is the primary owner and the transferee is a
beneficiary not a joint owner.
H I B-1 I Reduced to $20,409.00. Personal representative fees can only be claimed against
probate assets.
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