HomeMy WebLinkAbout10-16-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_,... rt~~„LL~~ _~ ~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES "'~ ,~ ~APpRA~~i~T,+~~ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - -:~flF DEDU,C,TIQ;NS AND ASSESSMENT OF TAX
PO BOX 280601 ~`
HARRISBURG PA 17128-0601 i `''~ ~- ~~ ~ _ ~- :...~•
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FRANK H KELLY a _ -
~., ~ ;~
KELLY FINANICAL 'SVGS IN
400 BRIDGE ST STE 4
NEW CUMBERLAND PA 17070
REV-1547 EX AFP CO1-04)
DATE 10-12-2009
ESTATE OF TUTHILL OLIVE B
DATE OF DEATH 11-08-2008
FILE NUMBER 21 08-1149
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-11-2009
(See reverse side under Objections)
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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TUTHILL OLIVE B FILE N0. 21 08-1149 ACN 101 DATE 10-12-2009
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 (Schedule A) C1) 175, 900.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 81 , 370 .43 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4:3 5 0.0 0
6. Jointly Owned Property (Schedule F) C6) 17,509.00
7. Transfers (Schedule G) (7) 161,008.00
8. Total Assets Cg) 440,137.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
38,811.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3..10 0.0 0
11. Total Deductions C11)
41.911.00
12. Net Value of Tax Return C12) 398,226.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 398,226.43
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 C15) •0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 398,226.43 X 045 = 17,920.19
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) •0 0 X 15 = .0 0
19. Principal Tax Due
rwv ,+ornTrr. C19)= 17, 920.19
M NT
DATE R CEI T
NUMBER COUNT C+)
INTERESTIPEN PAID C-) AMOUNT PAID
04-27-2009 CD011171 .00 17,483.55
INTEREST IS CHARGED THROUGH 10-27-2009 TOTAL TAX CREDIT 17,483.55
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 43b.64
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 4.79
TOTAL DUE 441.43
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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