HomeMy WebLinkAbout02-05-10NOTICE OF INHERITANCE TAX pennsyLvania ~
BUREAU OF INDIVIDUAL TAXES '~ ~~L~ I~ ;~~OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~ ~ 1~t~4NS~~AND ASSESSMENT OF TAX
PO BOX 280601 , {~~~ REV-1547 EX AFP Q2-09)
HARRISBURG PA 17128-0601 `'~ ~`)''' ~~ ~ v. ~ ~;~
2QlQ FEB -5 A~1 ! I ~ 05
Cl.E~~C n; .
KENNETH F LEWIS ESQ(,' Q~P ~~ ~ ~~~ ~~
1ST FLR
1101 N FRONT ST
HARRISBURG PA 17102
DATE 02-01-2010
ESTATE OF RUSS MARY E
DATE OF DEATH 11-27-2008
FILE NUMBER 21 09-0304
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-02-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
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: RUSS MARY EFILE N0.:21 09-0304 ACN: 101 DAT
E: 02-01-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 86, 690
00
2. Stocks and Bonds (Schedule B) . NOTE: To ensure proper
C2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
.00 credit to your account,
submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) •
5,745.5 9 tax payment.
6. Jointly Owned Property (Schedule F) (6) 12, 638.20
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)
cn 35,492.74
(8) 140.566 53
(9) 1 0 , ri78 ) $
(lo) .00
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assesssent was issued previously, lines 14, 15
reflect figures that include the total of ALL return
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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
8-
DATE NUMBER INTEREST/PEN PAID (-)
!5 2009 CD011659 ,, .,
AMOUNT PAID
00 = .00
045 = .00
12 = .00
15 = 19,498.26
(19)= 19,498.26
INTEREST IS CHARGED THROUGH 02-16-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
(11) 10,578.18
(12) 129,988.35
(13) 00
(14) 129,988 35
and/or 16, 17, 18 and 19 will
s assessed to date.
C15) .00 X
C16) _ 00 X
C17) _ n0 X
(18) 129,988.35 x
TOTAL TAX PAYMENT 18,973.25
BALANCE OF TAX DUE 525.01
INTEREST AND PEN. 11.78
TOTAL DUE 536.79
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 INSTRUCrrnNC r. D
REV•1470 EX (8.88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
utctUENT'S NAME
Mary E. Russ
REVIEWED BY
Anita McCully
ITEM
SCHEDULE un
H
FILE
2109-0304
B-3
101
INHERITANCE TAX
EXPLANATION
OF CHANGES
EXPLANATION OF CHANGES
TL.w wl...... e__ a~ _ r_
or if no s~ouse~ apparent or hild liv ng n the sameohousehold as the decedent as of the
date of death.
ROW
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