HomeMy WebLinkAbout04-13-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- �'�U��CE�,�tiF INHERITANCE TAX �
BUREAU OF INDIVIDUAL TAXES ' ARpRAISEM�NT,::'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION :.;,�jp ;g€]fU�Tdf�NS AND ASSESSMENT OF TAX
PO BOX 280601 J�.� �. . -
HARRISBURG PA 17128-0601 - REV-1547 EX AFP (01-09)
���� �;�� `3 �����}� �� DATE 04-06-2009
ESTATE OF BERG ELEANOR R
^ �_�� �-„w DATE OF DEATH 02-13-2008
��-� ; �,i--��'iT FILE NUMBER 21 08-0238
C��'p�!, �', � �, �!ti COUNTY CUMBERLAND
WILLIAM P DOUGLAS ESQ c(„i,__�_' � � ACN 101
DOUGLAS LAW OFFICE APPEAL DATE: 06-05-2009
4 3 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 F-
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REV-1547 EX AFP CO1-09� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLDWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BERG ELEANOR R FILE N0. 21 08-0238 ACN 101 DATE 04-06-2009
TAX RETURN WAS: ( X) ACCEPTED AS FILED O CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: 2 SUPPLEMENTAL RETURNS O1 AND 02
1. Real Estate CSchedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds CSchedule B) (2) 35,877.11 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15,88 3.70
6. Jointly Owned Property CSchedule F) C6) .00
7. Transfers CSchedule G) (7) .00
8. Total Assets �g� 51�760.81
APPROVED DEDUCTIONS AND EXEMPTIONS: .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) _00
12. Net Value of Tax Return �12� 51,760.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Sub�ect to Tax �ly� 2�755�534.33
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) 2��55,534.33 x 045 = 124�000.00
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 �lq�= 124�000.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
*** SIJMMARY 0 ALL 05 PAYMENTS **
03-30-2009 6,083.47 117,919.37
TOTAL TAX CREDIT 124,000.00
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. �
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)