HomeMy WebLinkAbout11-30-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-D601
~~~~ ~~
STEPHEN PAUL REA•NN~~~~~~°''"'~~'~ ~~•~
301 COEBOURN BLVD
BROOKHAVEN PA 19015
NpOTICE OF INHERITANCE TAX
~'', n",_~~~~r}~~'~.{ ALLOWANCE OR DISALLOWANCE
;: F _~'•pQ C~'IONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (10-09)
DATE 11-23-2009
ESTATE OF REAM KATHERYN
DATE OF DEATH 02-12-2008
FILE NUMBER 21 OS-0165
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-22-2010
(See reverse side under Objections)
Amount Re^itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
2009 NOY 30 PM ~~ 41
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: REAM KATHERYN FILE N0.:21 08-0165 ACN: 101
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OR
DATE: 11-23-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate [Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 378,404.62 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) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property [Schedule E) C5) 201,416.17
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 142.960.67
8. Total Assets CB) 722, 781.46
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) Cg) 30,900.10
L0. Debts/Mortgage Liabilities/Liens [Schedule I) C10) 7,959.07
38,859.17
11. Total Deductions C11)
12. Net Value of Tax Return C12) 683, 922.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 683.922.29
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ARC .977.79 x 045 ° 30, 776.50
17. Amount of Line 14 at Sibling rate C17) .n D X 12 ° .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) •00 X 15 = .00
19. Principal Tax Due C19)° 30,776.50
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-05-2008 CD009740 1,421.05 27,000.00
10-21-2008 CD010457 .00 4,500.00
TOTAL TAX PAYMENT 32,921.05
BALANCE OF TAX DUE 2,144.55CR
INTEREST AND PEN. .00
TOTAL DUE 2,144.55CR
~ 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.