HomeMy WebLinkAbout03-19-10' • ~`~ `~t.;~ ~1TICE OF INHERITANCE TAX
APPRAI~SEY'IENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES,,. ~' ,-r~~: .
INHERITANCE TAX DIVISION - -~ ~' ' '-' ' '"OF ° D~~UCTI ONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBl1RG PA 17128-0601
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RICHARD C SNELBAKER ESQ
SNELBAKER ~ BRENNEMAN
PO BOX 318 44 W MAIN
MECHANICSBURG PA 17055
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 03-08-2010
ESTATE OF WRIGHTSTONE CLYDE
DATE OF DEATH 11-28-2008
FILE NUMBER 21 08-1218
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-07-2010
(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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WRIGHTSTONE CLYDE FILE N0.:21 08-1218 ACN: 101
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OR
DATE: 03-08-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 280, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 Q credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 12,6 3 2.10 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 14,214.0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 43,854.17
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 350 , 700 .27
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 4 0,6 5 4.3 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,10 8.0 3
11. Total Deductions C11) 44, 762.33
12. Net Value of Tax Return C12) 305, 937.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 305, 937.94
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 C15) 101,979.32 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 0 .9~8 . 6 x 045 = 9, 178.14
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due C19)= 9, 178.14
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-26-2009 CD010944 458.91 10,000.00
TOTAL TAX PAYMENT 10,458.91
BALANCE OF TAX DUE 1,280.77CR
INTEREST AND PEN. .00
TOTAL DUE 1,280.77CR
* 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. ~j~