HomeMy WebLinkAbout03-19-10NOTICE OF INHERITANCE TAX Pennsylvania ~
APPR~'IS~IT,~-,' MJ~-NCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES 1
INHERITANCE TAX DIVISION OF ~'1E~lUCThONS~R ~~ ASSESSMENT OF TAX REY-1547 EX AFP C12-09)
PO BOX 280601 ~'~ ~i~ , ~ ~t ~ t~. , ` r - •'~
HARRISBURG PA 1712 8-06 01 " `~' ~ - «
~~'~ ~~~ ~ ~ P~ I ~ ~~ ESTATE OF COLLEGE010 GRACE M
DATE OF DEATH 09-08-2008
CI.ERr; (1~ FILE NUMBER 21 08-0940
ORP!-I~.E1'S ,f- L;~~J COUNTY CUMBERLAND
RICHARD K HOSKINSON ~L~~'t,~4!`~~ ^,`;t!~_~ ~~ Pry ACN 101
~~" APPEAL DATE: 05-14-2010
147 E WASHINGTON ST
CHAMBERSBURG PA 17201 (See reverse side under Obje(ctions)
Amount Remitted
MAKE CHECK PAYABLE AND REMtT 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: COLLEGE GRACE MFILE N0.:21 08-0940 ACN: 101 DATE: 03-15-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 90,000.00 NOTE: To ensure proper
2. Stocks and Bonds [Schedule B) C2) .00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4 7,963.8 2
6. Jointly Owned Property (Schedule F) (6) 7,505.94
7. Transfers (Schedule G) (7) 35, 005.66
s. Total Assets Cs) 180,475.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 16.4 24.69
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 965.86
11. Total Deductions C11) 17,390.55
12. Net Value of Tax Return C12) 163, 084.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 163, 084.87
NOTE: If an assesssent 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) .00 X
C16) 16 3.084.87 X
C17) . oD x
cle) • 00 x
00 .00
045 = 7,338.82
12 = .00
15 = .00
c19)= 7, 338.82
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-03-2008 CD010589 360.00 6,840.00
09-01-2009 CD011692 .00 138.82
03-08-2010 SBADJUST .00 1.62
TOTAL TAX PAYMENT 7,338.82
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'S CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ^
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