HomeMy WebLinkAbout12-18-09NOTICE OF INHERITANCE TAX pennsyLvania ~
APP~tA T~•:LO~t1ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ,.,,..y~y~.
INHERITANCE TAX BIVISION ~~"~DC71VInT'IQ /~D ASSESSMENT OF TAX REV-1547 ~dX AFP (10-097
PO BOX 2806D1 s_,.•j `'. ~ ~ ' r'
HARRISBURG PA 17128-D601 ~~ ~'4' ` `~~ ~~
2004 DEC l 8 AM ~ (: 3~ DATE 11-30-2009
ESTATE OF THUMMA ROBERT L
DATE OF DEATH 10-27-2008
~E~K ~}~ FILE NUMBER 21 08-1082
C~~~~~'~ ~Q~j~"( COUNTY CUMBERLAND
STEPHEN D TILEY ESQ C~M^r'~;? ,n~,in r~ PA ACN 101
FREY 8c TILEY APPEAL DATE: 01-29-2010
5 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND R MIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT_ALONG THIS LINE ~ RETAIN LOMIER PORTION FOR_YOUR RECORDS 4-
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REV-1547 EX AFP (10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAD(
ESTATE OF: THUMMA ROBERT LFILE N0.:21 08-1082 ACN: 101 DATE: 11-30-2009
TAX RETURN NAS: [ 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 OMned Property (Schedule F)
7. Transfers (Schedule 6)
(1) 91,000.00
(2) 20,993.89
(3) .00
(4) .00
(5) 48,834.50
(6) .00
(7) 6 .052. DO
NOTE: To ensure proper
credit to your account,
subeit tM upper portion
of this fiorn with your
tax paywent.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
[8J
(q) 18, 004.84
(lo) 6,111.01
166,880.39
11. Total Deductions (11) 24,115.85
12. Net Value of Tax Return (12) 142,764.54
13. Charitable/6overnwental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .OD
14. Net Value of Estate Subject to Tax (14) 142.764.54
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Mount of Line 14 at Spousal rate (15) . 00 X 00 = . DO
16. Mount of Lins 14 taxable at Lineal/Class A rate (16) nn x 045 ° .00
17. Mount of Line 14 at Sibling rate (17) _ nn X 12 ° . 00
18. Mount of Line 14 taxable at Collateral/Class B rate (18) 142,764.54 X 15 = 21,415.00
19. Principal Tax Dus (19)= 21,415.00
TAX CREDITS:
. DATE . 'NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-20-2009 CD010783 986.84 18,750.00
08-25-2009 CD011662 6.67- 1,684.99
TOTAL TAX PAYMENT 21 415.16
BALANCE OF TAX DUE .16CR
INTEREST AND PEN. .00
TOTAL DUE .16CR
~ 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. C~J'A~(