HomeMy WebLinkAbout01-15-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxes '~nAPPRALSEM~NT,,y ALLOWANCE OR DISALLOWANCE
[NHERITANCE TAX DIVISION O~ DEbf~Tl'ONS AND ASSESSMENT OF TAX
~0 BOX 280601 ~''
'iARRISBURG PA 17128-0601 `' " -" ~ '
~~~a ~~ j Je- ~~ ~~~ ~£1
CI.ER~t ~~F
4RPN~i"S L~URi
WAYNE M PECHT Ci~~',~~~r-',"._ra t~(1 ~n ~~,
~~.,
PECHT K ASSOCIATES
1205 MANOR DR STE 200
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 01-13-2010
ESTATE OF FALEY ALTHEA E
DATE OF DEATH 11-27-2008
FILE NUMBER 21 08-1215
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 ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FALEY ALTHEA EFILE N0.:21 08-1215 ACN: 101 DATE: 01-13-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 624,165.02 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 60,034.6 6
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) c7) 103, 199.95
8. Total Assets cs) _ 787 , 399.63
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 17.781.62
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,28 2.00
11. Total Deductions (11) 21,063.62
12. Net Value of Tax Return (12) 766,336.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 766,336.01
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) .00 X OD - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 766 .336.01 x 045 = 34,485.12
17. Amount of Line 14 at Sibling rate C17) _DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due c19 )= 34,485.12
TAX CREDITS:
PAYMENT I RECEIPT I DISCOUNT C+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-24-2009 CD010940 1,724.26 33,000.00
TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
34,724.26
239.14CR
.00
239.14CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~'