HomeMy WebLinkAbout09-19-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICF.OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEME'NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 2806(11 DF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~ -' REV-1547 EX AFP (06-05)
DATE 09-22-2008
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ESTATE OF ENGLAND
KENNETH W
DATE OF DEATH 09-14-2007
W!+,~,~~~ _~ FILE NUMBER 21 07-0895
~~ ~ !, ~T COUNTY CUMBERLAND
LISA MARIE COYNE n;~ ~ ( `'-'~1 ACN 101
COYNE 8~ COYNE `'""~ APPEAL DATE: 11-21-2008
3 9 0 1 MA R K E T S T (See reverse side under Objections )
CAMP HILL 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 _ --') R_ETA_IN LOWER POR_TION
FOR YOUR RECORDS ~
REV-1547 EX AFP C03-051 _
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NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ENGLAND KENNETH W FILE N0. 21 07-0895 ACN 101 DATE 09-22-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 94,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 15,466.79 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 92,08 9.4 7
6. Jointly Owned Property [Schedule F) (6) .00
7. Transfers [Schedule G) (7) 207,987.82
B. Total Assets Cg) 409,544.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
24,575.02
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,986.27
11. Total Deductions C11) ~7,ri6i .?9
12. Net Value of Tax Return C12) 381 , 982.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 381,982.79
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.
ASSESSINENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 381,982.79 X 045= 17,189.23
17. Amount of Line 14 at Sibling rate C17) •0 0 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due (19)= 17, 189.23
TAY r`D (TIT TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) gMOUNT PAID
12-10-2007 CD009067~/ 657.89 12,500.00
03-18-2008 CD009426/ .00 3,746.04
1NItKtSI 1J I:HAKGtU IHKUUGH !0-07-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 16,903.93
BALANCE OF TAX DUE 285.30
INTEREST AND PEN. 6.30
TOTAL DUE 291.60
* IF P,4ID 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" CCR), YOU MAY BE DUE
. nr~nun ccr orvrocr crnc nc TNT( FnRM FOR INSTRUCTIONS.) ,^.,;,
REV-1470 EX (6-88)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENT'S NAME FILE NUMBER
England, Kenneth W. 2107-0895
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
H 11,12, Repairs to real estate and settlement costs can not be taken until the property has been
14 sold.
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