HomeMy WebLinkAbout02-05-10Pennsylvania ~
NOTICE OF INHERITANCE TAX
~ 'r, ALLOWANCE OR DISALLOWANCE REVD 1547^ EX AFPREi EN09E
'~ r`~~+~~ '~~- IONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES . ,0~ I?~R
INHERITANCE TAX DIVISION ,~ i ,~'~ {,~ ;q;._,~_.:
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PO BOX 280601
HARRISBURG PA 17128-0601 DATE 01-26-2010 ELEANOR D
2Dt0 FEB -5 ~~ t1 ~ p5
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JAMES L HATZELLCV~y~`, '_,'~'~"~
BERNETICH ETAL
2 KINGS HWY W NJ 08033
HADDONFIELD
ESTATE OF MCKENDRY
DATE OF DEATH 12-20-2008
FILE NUMBER 21 09-0006
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-27-2010
(See reverse side under Objections)
Amount Remitted
MAKE REGISTER OFB WILLS REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
T ALON6_ THIS_LINE_____ '~ _RETAIN HERITANCER TAX APPRAISEMENTCO ALLOWE OR
CU _ __
REV-1547 EX AFP (12-09~ NOTICE OF IN ACN: 101 DATE: 01-26-2010
DISALLOWANCE OF F EDE NO ON21 A09--0006 SSMENT OF TA
r~ FeNOR 1
ESTATE OF : MCKENDKY "" -- ~ ) CHANGED
DrTnoN wAS: CX) ACCEPTED AS FILED
ORIGINAL RETURn
APPRAISED VALUE OF RETURN BASED ON:
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 cSchedule E)
(,, Jointly Owned Property cSchedule 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 cSchedule I)
11. Total Deductions
12. Net Value of Tax Return Non-elected 9113 Trusts
13. Charitable/Governmental Be4uests;
of Estate Subject to Tax
.00
(1)
520,978.00
c2) .00
c3) .00
C4)
14,840.00
c5) 14,315.00
c6) 121,816.00
~~)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with Your
taX Payment.
C8) 671 , 949.00
320
c9) , 00
C10)
(Schedule J)
cll) 32,571.00
c12) 639,378.00
.00
(13)
c14) 639 378.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
14. Net Value
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of A,~
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lg, Amount of Lins 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS : RECEIPT DISCOUNT c+)
PAYMENT INTEREST/PEN PAID C-)
DATE NUMBER 1 , 438.60
_19-2009 CD011022
.00 X
C15)
'; 9 ;78.00 X
(16)
.00 X
C17)
.00 x
(18)
AMOUNT PAID
30,000.
00 = .00
045 = 28,772.00
12 = .00
15 = .00
c19)= 28,772.00
TOTAL TAX PAYMENT 31,438.60
2,666.60CR
BALANCE OF TAX DUE ,00
INTEREST AND PEN. 2,666.60CR
TOTAL DUE
* IF PAID AFTER..DAnc ennITIONAL INTERESTRSE
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