HomeMy WebLinkAbout12-18-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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JANE F BURKE Cl,{P'~'=-^'_.;'~~'"~r ~~;'i_~.. PA
ATTN JANE F BURKE VP
ONE WEST HIGHT STREET
CARLISLE PA 17013
NOTICE OF INHERITANCE TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (10-09)
DATE 12-07-2009
ESTATE OF PIPER MERLE E
DATE OF DEATH 01-17-2009
FILE NUMBER 21 09-0108
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-05-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE, PA 17013
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CUT ALONG THIS LINE ~'1 RETAIN LOWER PORTION FOR YOUR RECORDS 4'
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REV-1547 EX AFP C10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PIPER MERLE EFILE N0.:21 09-0108 ACN: 101 DATE: 12-07-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 608,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 130,411.32 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) •0D tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 14 5,230.63
6. Jointly Owned Property (Schedule F) (6) 4,551.26
7. Transfers (Schedule G) (7) 228, 148.65
e. Total Assets (e) 1 ,116 , 841.86
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 76. 8 26.0.5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 28, 130.44
11. Total Deductions (11) 104,956.49
12. Net Value of Tax Return C12) 1 , 011 , 885.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 1 , 011 , 885.37
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 00 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 .011 .885 _;7 X 045 = 45, 534.84
17. Amount of Line 14 at Sibling rate (17) _OD X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (r9)= 45, 534.84
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-08-2009 CD011084 1,578.95 30,000.00
10-14-2009 CD011856 .00 13,955.89
TOTAL TAX PAYMENT 45,534.84
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.