HomeMy WebLinkAbout11-30-09NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES~y,~~ (~,~1 CE OR DISALLOWANCE
APPRAI t 1~, DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION DF ~~~ C f~~~ $`'y hf~} t/~SSESSMENT OF TAX REV-1547 IX AFP (10-09)
PO BOX 280601 v
WIRRISBURG PA 17128-0601 i ~r ~7i~„~ • v+` d~f` ~;~~,~ ,e.
1Q09 NOV 30 AM #~. DATE 11-23-2009
S~STATE OF MARTIN RACHEL W
DATE OF DEATH 04-24-2008
~{.~~'~ ~r FILE NUMBER 21 08-0495
ORPHAt~d~S COi1RT COUNTY CUMBERLAND
LINDA M BAUMAN CUi~~~{?{ f~'~'~ ~~ ~~ ACN 101
347 COVRED BRIDGE RD APPEAL DATE: 01-22-2010
KING OF PRUSSIA PA 19406 (See reverse side under Objections)
Aeount ReAitted~-~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG TNIS LINE ---- ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~ _ _______
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REV-1547 EX AFP C10-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MARTIN RACHEL WFILE N0.:21 08-0495 ACN: 101 DATE: 11-23-2009
TAX RETURN WAS: (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) (2) 38,484.38 credit to your account,
3. Closely Held Stock/Partnership Interest [Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 84,633.36
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers [Schedule G) (7) 46.200.00
e. Total Assets (8) 169,317.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) _ 10,748.04
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 9,308.66
11. Total Deductions C11) 20, 056.70
12. Net Value of Tax Return (12) 149,261.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 10,106.10
14. Net Value of Estate Subjeet to Tax (14) 139.154.94
NOTE: If an assesswent 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 X
C16) 7 39.1 ~,G 9 1(
cln nn x
c19) .00 x
00
045= 6,261.97
12 .00
15 = .00
(19)= 6,261.97
-•-•••-•-•
DATE nca.ciri
NUMBER ULSGOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-21-2008
01-24-2009 CD010046
CD010815 290.00 5,510.00
03-18-2009
11-16-2009 CD011024
REFUND 2:00- 400.00
35.40-
TOTAL TAX PAYMENT 6,261.97
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.