HomeMy WebLinkAbout10-30-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
� � 'rvr��� - - NOTICE OF INHERITANCE TAX
BUREAU OF INDIVLDUAL TAXES �� , ppp�pISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION � � ':'�OP'IIEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
�n1.�� ��� �� ��i ��-" �� DATE 10-26-2009
ESTATE OF WRI6HT JR ARTHUR G
tJ'V`:�!:` "`= DATE OF DEATH 08-13-2008
n,r•, " -- FILE NUMBER 21 08-0853
r V " COUNTY CUMBERLAND
MICHAEL A SCHEREIf"'�'�SQ ACN 101
OBRIEN BARIC & SCHERE APPEAL DATE: 12-25-2009
19 W S 0 U T H S T (See reverse side under Objections)
CARLISLE PA 17013 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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WRIGHT JR ARTHUR G FILE N0. 21 08-0853 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) 94,000.00 NOTE: To insure proper
2. Stocks and Bonds CSchedule B) (2) 17,459.51 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 CSchedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 145,424.40
6. Jointly Owned Property (Schedule F) (6) 4,873.27
7. Transfers CSchedule G) (7) .00
8. Total nssets �g� 261�757. 18
APPROVED DEDUCTIDNS AND EXEMPTIONS: 15,762.75
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9)
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) .00
11. Total Deductions (11) ��•�� -��
12. Net Value of 7ax Return �12� 245,994.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13) .00
14. Net Value of Estate Subject to Tax �ly� 245�994.43
NOTE: If an assessment was issued previouslv, 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) 91,994.43 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 154,000.00 X 045 = 6,930.00
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 �19�= 6,930.00
TAX CREDITS•
PAYMENT RECEIPT DISCOUNT C+) pMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-12-2008 CD010519 346.50 7,000.00
TOTAL TAX CREDIT 7,346.50
BALANCE OF TAX DUE 416.50CR
INTEREST AND PEN. .00
TOTAL DUE 416.50CR
� IF;,PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, 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.)