HomeMy WebLinkAbout10-30-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
t{`.'.�`h ��-�' � `-�� r NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -- � : pp:pRA�ISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION UP D�DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 � -- � ���� �
HARRISBURG PA 17128-0601 REV-1547 IX AFP CO1-09)
.� n;;, '''. rr�
'j�^'; �`' '; .�� � :� �°�' DATE 10-26-2009
ESTATE OF FREE NELSON S
��= �:-';:y ','- DATE OF DEATH 11-29-2008
r. r - FILE NUMBER 21 08-1269
` COUNTY CUMBERLAND
KENNETH E HOWARD�-` ACN 101
APPEL & YOST APPEAL DATE: 12-25-2009
33 N DUKE ST (See reverse side under Objections)
LANCASTER PA 17602 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 � ______________
-----------------------------------------------------------------------------
REV-1547 EX AFP CO1-09� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FREE NELSON S FILE N0. 21 08-1269 ACN 101 DATE 10-26-2009
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 6,087.35
credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •�� of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 299,205.33
6. Jointly Owned Property CSchedule F) (6) .00
7. Transfers CSchedule G) (7) .0 0
8. Total Assets �g� 305�292.68
APPROVED DEDUCTIONS AND EXEMPTIONS: 6,593.37
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9)
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 1 .860.85
11. Total Deductions (11) S.454_�7
12. Net Value of Tax Return �12� 296,838.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13) •00
14. Net Value of Estate Subject to Tax (14) 296,838.46
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 to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) •�� X �� _ •00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 296�838.46 X 045 = 13�357.73
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due C19)= 13,357.73
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
02-25-2009 CD010945 648.00 12,312.00
05-08-2009 CD01121�+ .00 397.73
TOTAL TAX CREDIT 13,357.73
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
� IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. L ,�
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE t�
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)