HomeMy WebLinkAbout05-07-10.rw~~~.~~`CE OF INHERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES , ;~ ~~~,~ ''',~~!~'jR-A~~~FIT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ,-r l F,~.DU~TION$ AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09~
PO BOX 280601 y„~"~'~,.~I.i ; 'v'1 ' { . ~~ ,
HARRISBURG PA 17128-0601
?~~~~AY _"~ ~~~~~ ~$ DATE 05-03-2010
ESTATE OF RABER THEODOISA M
~~~~ ~~
RYAN R GAGER ~Vj~~~-'`~niF.-'~~~~ ~'
SAUL EWING
2 N 2ND ST 7TH FLOOR
HARRISBURG PA 17101
DATE OF DEATH 05-31-2009
FILE NUMBER 21 09-0522
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-02-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE___ _ ~ _ RETAIN LOWER PORTION FOR_YOUR_RECORDS ~ __ _ ______________
------------------- - ---- ------------------------- ---- ------------ - -
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RABER THEODOISA MFILE N0.:21 09-0522 ACN: 101 DATE: 05-03-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 tate (Schedule A)
l E
R C1) 192, 000 . QO NOTE: To ensure proper
.
2 s
ea
and Bonds (Schedule B)
St
k (2) 715.6 4 credit to your account,
.
3. s
oc
Closely Held Stock/Partnership Interest (Schedule C)
(3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 98,354.44
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 162, 058.69
(8) 453,128.77
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6 6,6 3 2.81
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,58 6.6 9
C11) 71,219.50
11. Total Deductions 909.27
381
12. Net Value of Tax Return C12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
bject to Tax
t
S
f E
t
l (14) 381 , 909.27
14. e
u
s
a
ue o
Net Va
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 16 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 (16) X81 . 909.27 X 045 = 17, 185.92
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 17, 185.92
rex rvcnT~rc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-08-2009 CD011842 .00 17,000.0
11-20-2009 CD012018 .00 230.9
TOTAL TAX PAYMENT 17,230.92
BALANCE OF TAX DUE 45.000R
INTEREST AND PE~1. .00
TOTAL DUE 45.000R
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLEGTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~ ~~~