HomeMy WebLinkAbout12-04-09BUREAU OF INDIVIDUAL TAXES ,^~~ LOWANCE TOR CDISALLOWANCE
INHERITANCE TAX DIVISION ~~~~j,t~l C~`y~Q1~S AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
209 DEC -4 PM i ~ 4 I
QR~I'~IN'S
SEAN M SHULTZ ESQ e'~R ~"
KNIGHT & ASSOCIATES
11 ROADWAY DR STE B
CARLISLE PA 17015
pennsyLvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (10-097
DATE 11-30-2009
ESTATE OF WILLIAMSON ETHEL B
DATE OF DEATH 09-16-2008
FILE NUMBER 21 09-0081
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-29-2010
(See reverse side under Objections)
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 LOWER PORTION FOR YOUR
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REV-1547 EX AFP (10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILLIAMSON ETHEL BFILE N0.:21 09-0081 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) (1) .00 NOTE: To ensure proper
2. Stocks end Bonds (Schedule B) (2) 8,773.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D) (4)
.00 of this fore with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schsdul• E) (5) 40,588.19
6. Jointly OMned Property (Schedule F) (6) .00
7. Transfers (Schedule 6) (7) .00
8. Total Assets (g) 49,361.19
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 5,432.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 21 , 016.08
11. Total Deductions (11) 26,448.62
12. Net Value of Tax Return (1'2) 22,912.57
13. Charitable/Governwental Begwsts; Non-elected 9113 Trusts (Schedule J) (13) _00
14. Net Value of Estate Subject to Tax (14) 22.912.57
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. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rats (16) 7 7, 91 7 ~7 X 045 = 1 , 031.07
17. Amount of Lins 14 at Sibling rats (17) nn x 12 = .00
18. Amount of Lins 14 taxable at Collateral/Class B rats (18) .00 X 1 5 - .00
19. Principal Tax Dw (19)= 1,031.07
TAX CREDITS:
DATE ~ NUMBER I INTEREST/PEN PAID (-)
06-11-2009 ~ CD011362 .00
AMOUNT PAID
1,031.07
TOTAL TAX PAYMENT 1 031.07
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.