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HomeMy WebLinkAbout11-30-09,~ ~QT C„~~,r~NHERITANCE TAX pennsylvania ~ BUREAU OF INDIVIDUAL TAXES A~~~,,~~~~~~t" j~-~~WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION 4;~~ r~gQT.ImV~ SAND ASSESSMENT OF TAX REY-1547 EX AFP (10-09) PO BOX 280601 ' i~-~."~ ~ Ji ; r«.a:,, HARRISBURG PA 17128-0601 ZQ~9 ~~V ~~ PM ~~= ~g DATE 11-23-2009 ESTATE OF ROSENBERRY HARRY W C~.ER~ (~tr. DATE OF DEATH 11-10-2008 O~P~~ C~~~~ FILE NUMBER 21 09-0136 H ANTHONY ADAMS CU(M~~~n~.~r,fti~ r~ ~A COUNTY CUMBERLAND ACN 101 STE 3 APPEAL DATE: 01-22-2010 49 W ORANGE ST (See reverse side under Objections) SHIPPENSBURG PA 17257 Awount Rewitted 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 l--~ _ ___ --------------------------------------------------------------------- ------------ REV-1547 EX AFP C10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWAMCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: ROSENBERRY HARRY WFILE N0.:21 09-0136 ACN: 101 DATE: 11-23-2009 TAX RETURN WAS: (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 and Bonds (Schedule B) ~2) .OQ 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) C4) •0© tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,28 0.67 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) c8) 6,280.67 ~y) 1 , 793.48 clo) 707.56 11. Total Deductions C11) 2,501.04 12. Net Value of Tax Return C12) 3, 779.63 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax (14) 3.779.6 NOTE: If an assesswent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect fiDUres 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 (16) n0 X Q4 ~ _ .00 17. Amount of Line 14 at Sibling rate C17) ~ .779 _ A3 X 12 ° 453.56 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 .00 19. Principal Tax Due c19)= 453.56 TAX CREDITS: DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 06-08-2009 CD011336 .00 453.55 11-16-2009 SBADJUST .00 .O1 TOTAL TAX PAYMENT 453.56 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. `~J