HomeMy WebLinkAbout11-30-09NO ~ OF INHERITANCE TAX
^r t'•~B~k~i}r~~~1C~' ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES fir,,„_~~ s,.
INHERITANCE TAX DIVISION ~.,.in;Qf<" DED,~'iIT~ONS AND ASSESSMENT OF TAX
PO BOX 280601 '~~~~~••, 'c~~ `J• _
HARRISBURG PA 17128-0601
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O~tPHAN'S COURT
DANA BLAKESLEE ~ `~`-rLr'~~~~ ~L ~ ~~,
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782 SIDDONSBURG RD
LEWISBERRY PA 17339
C1) 86,500.00 NOTE: To ensure proper
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ___
---------------- --- ------------------------------------------------------
REV-1547 EX AFP C10-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BLAKESLEE JEANNE EFILE N0.:21 08-0638 ACN: 101 DATE: 11-23-2009
TAX RETURN WAS: (X) 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/PartnershipInterast (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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(2) 31,899.27 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5)_ 3,795.00
C6)
C7)
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (10-09)
Ce) 134, 379.15
C9) 8, 264.14
Clo) 300.23
11. Total Deductions 8,564.37
X11)
12. Net Value of Tax Return (lp) 125,814.78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _00
14. Net Value of Estate Subject to Tax
C14) __ 17 .8 4.78
NOTE: If an assesswent 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 00 = DO
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _ 17F:.R74 7A X 045 ~ .
5,661.67
17. Amount of Line 14 at Sibling rate C17) OD X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 = .00
19. Principal Tax Due C19)' 5,661.67
TAX CREDITS:
•^•••-••• nca.cari UlSGOUNT Ct)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
05-23-2009 (0011281 .00 5,661.67
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-24-2009 TOTAL TAX PAYMENT 5,661.67
BALANCE OF TAX DUE .00
INTEREST AND PEN. 64.38
TOTAL DUE 64.38
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
DATE 11-23-2009
ESTATE OF BLAKESLEE JEANNE E
DATE OF DEATH 06-01-2008
FILE NUMBER 21 08-0638
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-22-2010
(See reverse side under Objections)
Aeount Ren:itted~- --~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013