HomeMy WebLinkAbout03-12-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL Taxes ~~ ~4~~~~~,~r. ~ LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,~ ~.CV~;Ir^S AND ASSESSMENT OF TAX
PO BOX 280601 '~' '
HARRISBURG PA 17128-06 01 i i~ `7i:_i l ~; `i `~ i ~= r°1 :.
2010 MAR ! 2 PM 4~ 08
cl.E.~C CF
o~s~~s cou~r
KEITH 0 BRENNEMAN ~li1~Rl.flND CO., PA
SNELBAKER ETAL
44 W MAIN ST
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 03-01-2010
ESTATE OF REITER JEAN H
DATE OF DEATH 02-27-2009
FILE NUMBER 21 09-0482
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-30-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
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: REITER JEAN HFILE N0.:21 09-0482 ACN: 101 DATE: 03-01-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
.00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,816.5 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 1,007,967.70
e. Total Assets (B) 1 , 011 , 784.20
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 25. 768.27
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5, 004.92
11. Total Deductions (11) 30,773.19
12. Net Value of Tax Return (12) 981,011.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subiect to Tax C14) 981,011.10
NOTE: If an assessment 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:
C15) .00 x
C16) 98 1.011. _ 10 X
(17) _ 00 X
(ls) • 00 x
00 = .00
045 = 44,145.50
12 = .DO
15 = .00
(19)= 44,145.50
AMOUNT PAID
P DATE T I RN UMBER I INTEREST/PEN PAID C-)
nF:_~~-~nno rnnii~Rn ~_~ny ~a 4z_~~n nn
TOTAL TAX PAYMENT 45,457.28
BALANCE OF TAX DUE 1,311.78CR
INTEREST AND PEN. .00
TOTAL DUE 1,311.78CR
* 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. (l/l1~(.~~
_ _~..~.
NOTICE OF INHERITANCE TAX
.-.r~R~A~+ LLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ;., ~;~ C~
INHERITANCE TAX DIVISION f}f `b~~I~+S AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~ `'t'4 ~
HARRISBURG PA 17128-0601 FS`- ~'~~~`' ` `'`'' "~' `y ~` i
2010 MAR ! 2 PM 4~ 08
CLERK QF
PHAN`5 CQURT
KEITH 0 BRENNEMAN BERI~~S~I~ ~(~~
SNELBAKER ETAL
44 W MAIN ST
MECHANICSBURG PA 17055
AMOUNT PAID
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: REITER JEAN HFILE N0.:21 09-0482 ACN: 101 DATE: 03-01-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
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) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,816.50
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1,007,967.70
8. Total Assets (e) 1 , 011 , 784.20
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 25.76 8.27
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5,00 4.92
11. Total Deductions C11) 30,773.19
12. Net Value of Tax Return (12) 981,011.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 981,011.10
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 981 .011.10 X 045 ° 44, 145.50
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19 )= 44, 145.50
TAX CREDITS:
DATE I NUMBER I INTEREST/PEN PAID (-)
_~~_~nn9 r_nD112so 2.207.28
pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
.0
TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
DATE 03-01-2010
ESTATE OF REITER JEAN H
DATE OF DEATH 02-27-2009
FILE NUMBER 21 09-0482
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-30-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
45,457.28
1,311.78CR
.00
1,311.78CR
~ 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.