HomeMy WebLinkAbout02-05-10__
NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRAISEI'~,~NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION "-; ^-~~vr'11 ~~~~'~bCTIDNS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
y ~""~ , ti. j 1., ~
PO BOX 280601 ~ t" '~ `+~ fit t (Y
FU-RRISBURG PA 17128-0601 ( `~ ~~ ~ ~~) ~.~ ~, ,. _,
.+iv f V
DATE 02-01-2010
Z~,Q FEB _5 ~~, ~ ~ O5 ESTATE OF PAINTER RODNEY W
DATE OF DEATH 02-24-2009
E~~~;
~
C FILE NUMBER 21 09-0235
u
.
SURavS vQL~R~
MARK W ALLSHOUS~~ COUNTY CUMBERLAND
_
~~
~ ACN
'
~~
CHRISTIAN LAW~~L!.r~~~~-~ ~' APPEAL DATE: 04-02-2010
4 8 3 3 SPRING R D (See reverse side under Objections )
SHERMANSDALE PA 17090 Aeount Re~aitted
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 ~
-----------------------------------------------------------
------------------
--------------
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PAINTER RODNEY WFILE N0 .:21 09-0235 ACN: 101 DATE: 02-01-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 129,200.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 2,153.30 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .
C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •~ 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Sche dule E) (5) 58,7 34.84
6. Jointly Owned Property (Schedule F) (6) 42,271.59
7. Transfers (Schedule G) (7) 41 , 813.35
8. Total Assets CS) 274.173.08
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sche dule H) (g) 24,369.78
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 16,251.22
11. Total Deductions (11) 40,621.00
12. Net Value of Tax Return (12) 233,552.08
13. Charitable/Governmental Bequests; Non-elected 91 13 Trusts (Schedule J) C13) .00
14. Net Value of Estate Sub3ect to Tax C14) 233,552.08
NOTE: If an assessaent was issued previously,
reflect figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
05-13-2009 CD011231 263.16
08-26-2009 CD011667 .00
INTEREST IS CHARGED THROUGH 02-16-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
(15) .00 X
C16) 2 33 . SS2 _ D8 X
C17) .DO X
C1B) .00 X
AMOUNT PAID
00 = .00
045 = 10,509.85
12 = .00
15 = .00
c19)= 10,509.85
J) V V V. V Y
3,365.09
TOTAL TAX PAYMENT 8,628.25
BALANCE OF TAX DUE 1,881.60
INTEREST AND PEN. 19.27
TOTAL DUE 1,900.87
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (&8B)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
_ PO Box 280601
BY
Rodney W, painter
Anita McCully
2109-0235
ITEM 101
SCHEDULE NO.
EXPLANATION OF CHANGES
The IRA is fully taxable as the decedent is the primary owner and the transferee is a
beneficiary not a joint owner.
INHERITANCE TAX
EXPLANATION
OF CHANGES
ROW
o.... _