HomeMy WebLinkAbout11-30-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
„"r','Aq~fC(~tI(4~HlT'~~ ALLOWANCE OR DISALLOWANCE
-~¢~, )~IE~T~ONS AND ASSESSMENT OF TAX
. µ L."
2009 NOY 30 AM I I ~ 56
CLERK OF
aRPHA~'S CQtJRT
MURREL R WALTERSCM~E~~tI, ~~N:hi v~., PA
54 E MAIN ST
MECHANICSBURG PA 17055
p~ennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP C10-09)
DATE 11-23-2009
ESTATE OF DOBBS MARY K
DATE OF DEATH 09-03-2008
FILE NUMBER 21 08-1044
COUNTY CUMBERLAND.
ACN 101
APPEAL DATE: Olt-22-2010
(See reverse side ender pb~ieetions)
Amount Remitted -~
MAKE CHECK PAYABLE AND IREIMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HIOUSE
CARLISLE, PA 1701
FOR
TION
IN LOWER POR
ETA
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CUT ALONG THIS LINE YOUR RECORDS t~ _ ______ ___________
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REV-1547 EX AFP C10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWAF~CE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA)d
ESTATE OF• DOBBS MARY KFILE N0.:21 08-1044 ACN: 10~. 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) C1) •00 NOTE: T o ensure proper
0~ credit to your account,
2. Stocks and Bonds (Schedule B) C2) , submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 48,000.0 tax pay ment.
5. Cash/Hank Deposits/Misc. Personal Property (Schedule E) C5) •00
6. Jointly Owned Property (Schedule F) (6) .0
~
0
7. Transfers (Schedule G) C7) .0 I
0
~g), 48, 000.00
B. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6 216.0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)
11. Total Deductions (11) 6,227.00
12. Net Value of Tax Return (12)'' 41,773.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (~3)~', .00
14. Net Value of Estate Subject to Tax (14) 41.773.00
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 t4 date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X !OOi = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) G7.773.On X '045= 1,879.79
17. Amount of Line 14 at Sibling rate C17) _DO X '1 2 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (161 •00 X 15 .00
19. Principal Tax Due (119)= 1,879.79
TAX CREDITS:
DATE NUMBER INTEREST/PEN PAID C-)
06-11-2009 CD011349 .00
11-16-2009 SBADJUST .00
AMOUNT PAID
1,879.7
2.0
TOTAL TAX PAYME T' 1,879.79
BALANCE OF TAX DIVE .00
INTEREST AND PE~i. .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.