HomeMy WebLinkAbout03-05-10A NOTICE OF INHERITANCE TAX pennsyLvania ~
BUREAU 0~' INDIVIDUAL TAXES AP~Ri~~ENT•rEI;c~Q~WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF ~~D 'T~`O~I ND ASSESSMENT OF TAX REV-1547 EX AFP l12-09)
PO BOX 280601 t~ . ; ~ ,._ ';' !Is ~ n
HARRISBURG PA 17128-0601 ~ 4-;,~h;+i..t ~ ~""' '~'~`~ ~-~-'
ZDf Q f~AR -5 AM f f ~ Q~ DATE 03-01-2010
ESTATE OF RENDE RALPH E
DATE OF DEATH 06-01-2008
~,~~~~~ (~,E FILE NUMBER 21 OS-0580
Of~F~-~;~~'!'~ CC7')~?+ COUNTY CUMBERLAND
ROBERT L KNUPP ESQ I j;{~,!-ni ,P.y,~~; "";(`, ~~ ACN 101
~~..~^
KNUPP'tLAW OFC ~ APPEAL DATE: 04-30-2010
PO BOX 630 (See reverse side under Objections)
HBG PA 17108 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: RENDE RALPH EFILE N0.:21 08-0680 ACN: 101 DATE: 03-01-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND 2 SUPPLEMENTAL RTNS O1 AND 02
1. R®al Estate (Schedule A) (1) 145, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 40,051.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ (5) 25,8 01.74
6. Jointly Owned Property (Schedule F] (6) 21 , 314.73
7. Transfers (Schedule G) (7) 218,666.95
8. Total Assets (8) 450 , 833.82
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 51.OOr+.~+0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)- 588.97
11. Total Deductions C11) 51,594.47
12. Nat Value of Tax Return (1P) 399,239.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J] C13) .00
14. Net Value of Estate Subject to Tax (14) 399,239.35
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 399.?39. 3~ x 045 = 17, 965.77
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18] .00 X 15 - .00
19. Principal Tax Due (19 )= 17,965.77
TAX CREDITS:
rwTneni KtLttri DiSCDUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-26-2008 CD010192 394.74 7,500.00
08-27-2009 CD011673 .00 9,374.78
11-10-2009 CD011981 .00 692.17
INTEREST IS CHARGED THROUGH 03-16-2010 TOTAL TAX PAYMENT 17,961.69
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 4.08
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 254.18
TOTAL DUE 258.26
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS. A,~~
REV-il70 EX {&EB)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENTS NAME
Ralph Rende
NUMBER
2108-0680
Tracell Collins-Smith ~~ ~v~~ 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
H 1 B-1,21 Per the correspondence received the attorney's
reduced.
INHERITANCE TAX
EXPLANATION
OF CHANGES
administrator's fees have been
ORIGINAL Page 1