HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-~i`~,i;1('`~'i~ ,~~•r~r.~- N,Q.TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -- pppRA~S~~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~"~;~ .QFI'IfEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 260601 .-..' _
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HARRISBURG PA 17128-0601 `
~~04 P°~~R ! 3 P~ 2~ I 0
CL~~< Oi-
LISA MARIE COY ~' ~~ !.}., P~
COYNE & COYNE
3901 MARKET ST
CAMP HILL PA 17011-4227
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ -- R_ETA_IN 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 KELLY JR WILLIAM J FILE N0. 21 08-0852 ACN 101 DATE 03-09-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
C1) .00 NOTE: To insure proper
C2) 5,356.95 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 189 , 286 .37
cs) .00
c7) 494,334.25
cB) 688, 977.57
31,799.94
(9)
cl0) 13.554.08
(11) 4r,.~F4.D1
ciz) 643,623.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
c13) • 00
c14) 643, 623.55
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
rwv rornrrc.
REV-1547 EX AFP CO1-09)
DATE 03-09-2009
ESTATE OF KELLY JR WILLIAM J
DATE OF DEATH 08-08-2008
FILE NUMBER 21 08-0852
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-08-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
C15) • 00 X
c16) 643, 623.55 X
c17) • 00 x
C18)
.00 X
00 _ .00
045_ 28,963.06
12 _ .00
15 _ .00
cly)= 28,963.06
PAYMENT
DATE RECEIPT
NUMBER ISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-07-2008 CD010517 1,448.15 28,000.00
TOTAL TAX CREDIT 29,448.15
BALANCE OF TAX DUE 485.09CR
INTEREST AND PEN. .00
TOTAL DUE 485.09CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~~~JJJ
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)