The URL can be used to link to this page

Home My WebLink About11-30-09-. OTIC_E OF INHERITANCE TAX Pennsylvania ~ ,: ;. ten,-, A~d~A~t~ ~'~j~''~-~ZnWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~~ ~- ~:,, INHERITANCE TAX DIVISION Ci~.r~ DUCT~rEi,NS. AND ASSESSMENT OF TAX REV-1547 IX AFP C10-09) PO BOX 280601 ~' ~ wi , ~ i`~ _-. HARRISBURG PA 17128-0601 2Q09 NOV 3p p~ ~~~ ~p DATE 11-23-2009 ESTATE OF EGGE HELEN G (~~~~~ n~ DATE OF DEATH 03-13-2009 QR~~j~~ `O~~~T FILE NUMBER 21 09-0285 JOAN E PAYNE CU~~~'~~' `~~`',~~ C~„ AA ACNNTY lO1BERLAND 3360 COCHRAN DR APPEAL DATE: 01-22-2010 LANCASTER PA 17601 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4- ------------------------------------------------------------------------------------------- REV-1547 EX AFP C10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: EGGE HELEN GFILE N0.:21 09-0285 ACN: 10;1 DATE: 11-23-2009 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) •~ © NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 456,444.8$ credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •0~ tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 6. Jointly Owned Property (Schedule F) C6) 198.233.80 7. Transfers (Schedule G) (7) .00 e. Total Assets CB) 654,678.68 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 2,667.68 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 843.58 11. Total Deductions C11) 3,511.26 12. Net Value of Tax Return (12) 651,167.42 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax (14) 6 67.4 NOTE: If an assessment was issued previously, reflect figures that include the total ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate lines 14, 15 and/or 16, 17, 18 and 19 will of ALL returns assessed to date. 1B. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) 06-10-2009 CD011338 1,465.13 C15) .00 X 00 = .00 C16) ~~t . t ~~ . ~~ x 045 = 29, 302.53 c17) _ nn x 12 = .00 (lB) .00 X 15 = .00 (19)= 29,302.53 AMOUNT PAID 27,837.40 TOTAL TAX PAYMENT 29,302.53 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.