HomeMy WebLinkAbout10-09-09COMMONWEALTH OF PENNSYLVANIA
.,, ~_~r DEPARTMENT OF REVENUE
~'`~-' a'~N~7.I(~E~ OF~,"~N'#I£RITANCE TAX
f BUREAU OF INDIVIDUAL TAXES AP~$~~I~£11FNT',';gL,€QWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 0~`'DL'DtJL"TBd`NS °/lND-'ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 22~~ REV-1547 EX AFP CO1-09)
~~~~ ~~~ ~~ -~ ~ ~' 4D,ATE 10-05-2009
ESTATE OF NELL KENNETH B
r~~~'~ (~~ DATE OF DEATH 07-20-2008
~Rr-~~`!"1 ~'•'`' "~T FILE NUMBER 21 08-0767
~ ~ l,ri
~~_)`r' ~~ COUNTY CUMBERLAND
LISA MARIE COYNE ESQ ACN 101
COYNE 8~ COYNE APPEAL DATE: 12-04-2009
3901 MARKET ST (See reverse side underUbjections)
CAMP HILL PA 17011 Aeount Resitted~-
MAKE CHECK PAYABLE AND kEMIT 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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NELL KENNETH B FILE N0. 21 08-0767 ACN 101 DATE 10-05-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED ( 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) 164, 000.00 NOTE: To insure proper
2. Stooks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stook/Partnership Interest (Schedule C) C3) .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) 577,570.80
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)_ 76,817.00
8. Total Assets (g) 818, 387.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) 59,048.48
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1 .6 4.3
11. Total Deductions (11) 71 .667.83
12. Net Value of Tax Return (12) 746,724.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 10,000.00
14. Net Value of Estate Subject to Tax C14) 736,724.97
NOTE: If an assess~ent 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 C15) .00 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 736, 724.97 1( 045 = 33, 152.62
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 (l9)= 33,152.62
TAX CREi)TTS•
M
DATE C
NUMBER S +)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-20-2008 CD010450 1,657.63 33,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 34,657.63
BALANCE OF TAX DUE 1,505.O1CR
INTEREST AND PEN. .00
TOTAL DUE 1,505.O1CR
C IF TOTAL DUE IS LESS THAN 41, NO PAYM~NT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDI " CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FO~tM FOR INSTRUCTIONS.)
REV•1470 EX (&88)
.•
~ INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17126-0601
DECEDENTS NAME FILE NUMBER
Kenneth B. Nell 2108-0767
REVIEWED BY ACN
H. Moore 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H 14 8~ 6 ~ When claiming an executor's fee individual expenses of the executior are not allowable
H I 8 I Please file a supplemental return with any additional expenses the estate wishes to
claim. "Reserves" are not allowable as a deduction.
Row Page 1