HomeMy WebLinkAbout10-30-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,.y,-��,-, r-.-: --ti9f-I�E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES � APP'RAISHl�4�Nt, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '�F DEUUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 , . . .
NARRISBURG PA 17128-0601 �` v � � REV-1547 EX AFP CO1-09)
,���� �,�v `� �,`�.: ��. �� DATE 10-26-2009
ESTATE OF RUPP ROMAYNE I
DATE OF DEATH 12-20-2008
� `"� ' �� FILE NUMBER 21 08-1284
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rr;� - COUNTY CUMBERLAND
JAMES D BOGAR �, ', ACN 101
BOGAR 8� HIPP LAW OFFCS APPEAL DATE: 12-25-2009
1 WEST MAI N ST (See reverse side under Objections)
SHIREMANSTOWN PA 17011 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 f- ______________
REV-1547 EX AFP (01-09� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RUPP ROMAYNE I FILE N0. 21 08-1284 ACN 101 DATE 10-26-2009
TAX RETURN WAS: C 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) 8,920.92 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 88,549.34
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) .0 0
8. Total Assets �g� 97�470.26
APPROVED DEDUCTIONS AND EXEMPTIONS: 29,845.90
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9)
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) .00
11. Total Deductions (11) 99•84�_90
12. Net Value of Tax Return C12� 67�624.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1�000.00
14. Net Value of Estate Subject to Tax �14� 66,624.36
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 �15� .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 66�624.36 X 045 = 2�998.10
17. Amount of Line 14 at Sibling rate �17� .00 X 12 = .00
18. Amount of Li�e 14 taxable at Collateral/Class B rate C18) •�� X 15 = .00
19. Principal Tax Due �ly�= 2,998. 10
TAX CREDITS•
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-20-2009 CD011020 140.85 2,676.15
05-12-2009 CD011218 .00 181.10
TOTAL TAX CREDIT 2,998.10
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 $1, NO PAYMENT IS REQUIRED. ���
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)