HomeMy WebLinkAbout01-15-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
.f~Orr~CE OF INHERITANCE TAX pennsyLvania ~
' ` AP~RAIS~~'I~NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 IX AFP (12-09)
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LISA MARIE COYNE ~~'`~--
COYNE 8~ COYNE
3901 MARKET ST
CAMP HILL PA 17011-4227
DATE 01-13-2010
ESTATE OF KAUFFMAN MARGARET E
DATE OF DEATH 02-15-2009
FILE NUMBER 21 09-0175
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-14-2010
(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-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KAUFFMAN MARGARET EFILE N0.:21 09-0175 ACN: 101 DATE: 01-13-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
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)
C1) 114,500.00
C2) .00
c3) .00
C4) .00
C5) 33, 308.52
Cs) .00
C7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets C8) 147,808.52
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 19,01 4.88
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 30 5.9 7
11. Total Deductions C11) 19,320.85
12. Net Value of Tax Return C12) 128,487.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 128,487.67
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 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 128.487.67 X 045 = 5,781.95
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 C19)= 5,781.95
TAX CREDITS:
AMOUNT PAID
r DATE' I NUMBER I INTEREST/PEN PAID (-)
n~_: z_~nno rnn: i ~~~ man i n c ~~r, r,~
TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
6,009.10
227.15CR
.00
227.15CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D~~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.