HomeMy WebLinkAbout12-29-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
O~PH.~"~~ uCJR FP.
JOANNE MARINO MCGREi" f ~ ~`~~~
137 S WEST ST
CARLISLE PA 17013
NOTICE OF INHERITANCE TAX
APFI~~~~~E!!~~ I~~LOWANCE OR DISALLOWANCE
i~rgF ~ I~DI~C,T'IOt9.S AND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 12-21-2009
ESTATE OF (LOUSE RUTH L
DATE OF DEATH 06-03-2009
FILE NUMBER 21 09-0621
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-19-2010
(See reverse side under Objections)
Aoount Reaitted~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
2Q~9 DEC 29 Ate I0~ 33
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: (LOUSE RUTH LFILE N0.:21 09-0621 ACN: 101 DATE: 12-21-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1)
.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .OQ credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0Q tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,875.06
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 97, 000.00
8. Total Assets (8) 103,875.06
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7.131.31
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 221.88
11. Total Deductions (11) 7,353.19
12. Net Value of Tax Return (12) 96,521.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 96,521.87
NOTE: If an assessB~ent 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 C16) 96. 521.87 x b45 = 4,343.48
17. Amount of Line 14 at Sibling rate (17) .OD X 12 ° .00
18. Amount of Line 14 taxable at Collateral/Class H rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 4,343.48
TAX CREDITS:
P DATE T I NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
PAYMENT MUST BE MADE BY 03-03-2010*.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 4,343.48
INTEREST AND PEN. .00
TOTAL DUE 4,343.48
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE-~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.