HomeMy WebLinkAbout11-13-09 (2)BUREAU OF INDIVIDUAL TAXES
INHERITAINCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPA~tTMENT OF REVENUE
- NOTICE'OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
_ ._` ~-'OF bL%DUCTTdNS AND ASSESSMENT OF TAX
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RICHARD C SNELBAKER -
SNELBAKER & BRENNEMAN
PO BOX 318
MECHANICSBURG PA 17055
REV-1547 EX AFP (01-09)
DATE 11-09-2009
ESTATE OF DONOVAN HELEN A
DATE OF DEATH 03-14-2007
FILE NUMBER 21 07-0288
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-08-2010
(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 ~•
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REV-1647 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEM
--------------
ENT, ALLOWANCE __
-
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE: OF DONOVAN HELEN A FILE N0. 21 07-0288 ACN 101 DATE 11-09-2009
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) (1) 115, 000.00 NOTE: To i
2. Stocks and Bonds (Schedule B)
(2)
25,741.88 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
.00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2,955.40
6. Jointly Owned Property (Schedule F) (6) 11,119.89
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 154,817.17
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
13.
14.
18,391.71
C9)
(lo) 2,612.34
(11) 71 .004 OS
(lz) 133,813.12
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
Net Value of Estate Subject to Tax
(14) 133,813.12
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 DO _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 133,813.12 X 045 _ 6,021.59
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 _ .0 0
19. Principal Tax Due
(19)=
6,021.59
TAX CREDITS:
PAYhIENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-13-2007 CD008280 301.08 6,000.00
TOTAL TAX CREDIT 6,301.08
BALANCE OF TAX DUE 279.49CR
INTEREST AND PEN. .00
TOTAL DUE 279.49CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, ND PAYMENT IS REQUIRED. ~1
FOR CALCULATION OF ADDITIONAL INTEREST. IFoTOTAL DUE'IS'REFLECTED_AS_A_"CREDIT" CCR), YOU MAY BE DUE