HomeMy WebLinkAbout01-08-10,~IO~~ICE OF INHERITANCE TAX Pennsylvania ~
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BUREAU OF INDIVIDUAL TAXES '~. ~f~I~A#~.1"c~IE~FlT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~..iOF ~ I~E~IIGTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ~ , . ~--' '
HARRISBURG PA 17128-0601
ZOIQ ~~~ _g P~ 1~ ~ ~ DATE 01-04-2010
ESTATE OF KELLEY BEATRICE M
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, DATE OF DEATH 10-29-2008
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~~~~~~``'~~it){~1 FILE NUMBER 21 OS-1112
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C~ COUNTY CUMBERLAND
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KAREN M BALABAN ACN 101
223 STATE STE APPEAL DATE: 03-05-2010
PO BOX 821 (See reverse side under Objections)
HBG PA 17108-0821 Amount Remitted r
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-15 47 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANICE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX'
ESTATE OF: KELLEY BEATRICE MFILE N0 .:21 08-1112 ACN: 101 DATE: 01-04-2010
TAX RETURN WAS: C X) ACCEPTE D AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 80,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) •OQQ credit to your account,
3. Closely Held Stock/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) 25 7,4 01.96
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00'
e. Total Assets ca) 337,401.96
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 44.854.41
10. Debts/Mortgage Liabilities/Liens (Schedule I] C10) 1,64 3.98
11. Total Deductions 010.) 46,498.37
12. Net Value of Tax Return C12) 290,903.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C18) 290,903.59
14. Net Value of Estate Subject to Tax C14) .00
NOTE: If an assessment was issued previously,
reflect figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) .00 X
(16) _ DO X
C17) _ 00 X
cls) .00 X
ao = .oo
a45 = . 00
12 = .00
15 = .00
c19)= • 00
P DATE T I NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
TOTAL TAX PAYMENT .DO
BALANCE OF TAX DUIE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CRE~IT" CCR), YOU MAY BE DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.