HomeMy WebLinkAbout12-18-09NOTICE OF INHERITANCE TAX Pennsylvania ~
A~,P~Ax Z~' ~,•A,LLOWANCE oR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ,, _ • ~•~l~1791
INHERITANCE TAX DIVISION ~I~-~ EDU 11Ve1 AND ASSESSMENT OF TAX REV-1547 EX AFP C10-09)
PO BOX 280601 i ',jt t "r~ ;
HARRISBURG PA 17128-0601 t L.,,h.~ { t i L,' ._~
DATE 12-14-2009
2009 QEC I $ QM I I ~ 3Z ESTATE OF BLETTNER ESTHER M
DATE OF DEATH 04-10-2009
e~~(~~( ~~~ FILE NUMBER 21 09-0388
QRP~~r~ £;(~U(~j COUNTY CUMBERLAND
DAVID J LENOX C~~~~r~"`~.iha~y~ rn PA ACN 101
THE WILEY GROUP APPEAL DATE: 02-12-2010
13 0 W CHURCH S T (See reverse side under Objections )
DILLSBURG PA 17019 A®ount Reaitted
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 (10-097 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BLETTNER ESTHER MFILE N0 .:21 09-0388 ACN: 101 DATE: 12-14-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 135,24 0.01 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 Q credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .
C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 Q tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,596.81
6. Jointly Owned Property (Schedule F) (6) 19, 130.70
7. Transfers (Schedule G) (7) •Op
8. Total Assets (8) 159 , 967.52
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1 6.091.07
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 386.39
11. Total Deductions C11) 16,477.46
12. Net Value of Tax Return (12) 143,490.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 143,490.06
NOTE: If an assess~ent 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 DO = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 143.490.06 X ''045 = 6,457.05
17. Amount of Line 14 at Sibling rate C17) _n0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due C19)° 6,457.05
TAX CREDITS:
PAYMENT I RECEIPT I DISCOUNT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
nA-)R-9nn9 cnnl)~gn 399_A~, A.134.9n
TOTAL TAX PAYMENT 6,457.05
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 DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. !~~(1-