HomeMy WebLinkAbout04-06-10 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 280601
W-RRISBURG PA 17128-0601
ALLAN L WINEY
765 MT AIRY RD
LEWISBERRY
NOTICE OF INHERITANCE TAX
~APP~~'fSE~N~'`,~ G~t~LOWANCE OR DISALLOWANCE
~~-,OF DEDUGT:~OMS AND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
2010 APR -6 ~~1 8' ~~ DATE 03-22-2010
ESTATE OF WINEY EVELYN A
DATE OF DEATH 02-25-2009
C~~~~ ~r FILE NUMBER 21 09-0247
ORPHA~!~J t~CJRT COUNTY CUMBERLAND
CU~~^!=~!.:t~'~~! CC., PA. ACN 101
APPEAL DATE: 05-21-2010
PA 17339 (See reverse side under Objections)
Amount Reeitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ ~1 __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: WINEY EVELYN AFILE N0.:21 09-0247 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
. (2) .00 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 43,115.19
6. Jointly Owned Property (Schedule F) (6) .00
G)
h
d
l
(S (7) 189,507.00
7. u
e
c
e
Transfers
s T tal Assets cs) 232,622.19
o
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 12.103.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,1 90.46
C11) 13,293.46
11. Total Deductions 219,328.73
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
T
t t (14) 219,328.73
14. o
ax
Net Value of Estate Subjec
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:
00 =
00
00
15. Amount of Line 14 at Spousal rate (15) .
X .
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 219. ~ S . 73 x 045 = 9, 869.79
17. Amount of Line 14 at Sibling rate (17) .0 D X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19 al Tax Due
Princi (19)'= 9,869.79
. p
TAX CREDITS:
DATE I NUMBER I INTEREST/PEN PAID C-)
10-20-2009 CD011875 .00
INTEREST IS CHARGED THROUGH 04-06-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
AMOUNT PAID
TOTAL TAX PAYMENT 1,341.98
BALANCE OF TAX DUE 8,527.81
INTEREST AND PEN. 132.11
TOTAL DUE 8,659.92
* 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 INSTRUCTIONS.
REV-7470 EX (01-10)
~ pet111S~/~VaC11c~ INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENTS NAME FILE NUMBER
Evelyn A. Winey 2109-0247
REVIEWED BY ACN
Laurel Fulmer 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 1-6 The IRA is taxable as the decedent was over the age of 59'/:.
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