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NOTIC~._OF INHERITANCE TAX pennsy van~a ~
. 'APF~t~4~~~M~,1~T,~,' ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~ rOF °;D~DUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 _.. ~• -~ ~ - '"
HARRISBURG PA 17128-0601
~~ ~ ~ ~~~ ~ ~ P~ ~~: 3 ~ DATE O 1-13 - 2010
ESTATE OF FINNEGAN JOHN A
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C DATE OF DEATH 11-29-2006
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~~~,~,~ ~~'~~~ FILE NUMBER 21 06-1145
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AMBROSE FINNEGAN ~~~~.~F%.. ACN 101
612 COMSTOCK AVE APPEAL DATE: 03-14-2010
DOWN I NGTOWN PA 19335 (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: FINNEGAN JOHN AFILE N0.:21 06-1145 ACN: 101 DATE: 01-13-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .Q 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (S chedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) .0 0
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (S chedule H) C9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions (11) .0 0
12. Net Value of Tax Return (12) .0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 351,385.08
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) '~~1 .38F:. 08 X 12 = 42, 166.21
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 42, 166.09
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-16-2007 CD008990 .00 42,166.09
03-24-2008 CD009458 729.52- 729.52
TOTAL TAX PAYMENT 42,166.09
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (8-88) ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENTS NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
John A. Finnegan FILE NUMBER 2106.1145
REVIEWED BY ACN
Anita McCully 101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The appraised value of the real property was previously accepted for inheritance tax
purposes. The subsequent expenses involved for the sale of the property cannot be
accepted as administrative expenses as it has not been demonstrated that it was
necessary to sell the real estate to satisfy taxes and debts of the estate or to effect a
proper distribution of the assets.
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