HomeMy WebLinkAbout03-05-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL raxES APPRIA~'$'~~NT `IiDNCE OR DISALLOWANCE
~~ g DEPARTMENT Of REVENUE
INHERITANCE TAX DIVISION OF ~~~~R~Fx~~4NS ~„F ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ~ ~L {w ::~ t ~-' ~ ,~, ~ ~ : ~... _
HARRISBURG PA 17128-0601
24I~MlAR-5 QM{~~ O; DATE 03-01-2010
ESTATE OF SCHUIBBEO MEREDITH E
C~~~~ ~r DATE OF DEATH 11-23-2008
Q~pH~~~s v~i~~i~ FILE NUMBER 21 08-1252
COUNTY CUMBERLAND
JAN P PADEN ESQ C~~,~~'-~1 ;?`~'ti,'(~) ~,'r , P,~. ACN 101
RHOADS ~ SINON APPEAL DATE: 04-30-2010
PO BOX 1146 (See reverse side under Objections)
HARRISBURG PA 17108-1146 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 (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHUIBBEO MEREDITH EFILE N0.:21 OS-1252 ACN: 101 DATE: 03-01-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 205,0 00.00 NOTE: To ensure proper
2. Stocks and Bonds [Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •O 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 213,28 0.56
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 8,554.34
s. Total Assets (8) 426,834.90
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 30.606.11
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 124,317.53
11. Total Deductions C11) 154,923.64
12. Net Value of Tax Return (12) 271 , 911.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 271 , 911 .26
NOTE: If an assessment 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 (15) 200,297.47 )( 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 71.613.79 x 045 = 3,222.62
17. Amount of Line 14 at Sibling rate C17) _DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,222.62
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-20-2009 CD011645 .00 3,222.62
TOTAL TAX PAYMENT 3,222.62
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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.