HomeMy WebLinkAbout11-23-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
~0 BOX 280601
1ARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
' '~01`ICE II~'INHERITANCE TAX
APPRAIISEMENT, AiLOWANCE OR DISALLOWANCE
~QF_;D~DUCT,ION'S AND ASSESSMENT OF TAX
RICHARD E CONNELL ES6I ~~'~_ ~~ `•~~'.
BALL ETAL
2303 MARKET ST
CAMP HILL PA 17011
cl) 225, D00. 00
c2) 2,998.32
c3) .00
c4) .00
(5) 154 , 242.42
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cn .00
CUT ALONG THIS LINE ---- -) RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KISSINGER ANITA M FILE N0. 21 08-0926 ACN 101 DATE 11-16-2009
TAX RETURN WAS: (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)
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
REV-1547 EX AFP (01-09)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 382,240.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
43,270 .30
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 914 .12
11. Total Deductions C11) 44.184.47
12. Net Value of Tax Return C12)
338,056.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax (14) 338, 056.32
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed 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) 338,056.32 X 045 = 15,212.53
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (lg)= 15,212.53
PAYMENT RECEIPT ll1S000NI C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-03-2008 CD010582 675.00 12,825.00
06-04-2009 CD011315 .00 1,712.53
TOTAL TAX CREDIT 15,212.53
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
DATE 11-16-2009
ESTATE OF KISSINGER ANITA M
DATE OF DEATH 09-05-2008
FILE NUMBER 21 08-0926
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-15-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)