HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPI~ATS~It$MT!,;-A~OI~ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF ; r~/c,~+u~.,~ I~NII~~,'~~''~A~t'~1 ASSESSMENT OF TAX REY-1547 EX AFP (12-09)
PO BOX 280601 } ~,_~ ~ '~
FUIRRISBURG PA 17128-0601 '
~~'~ ~~~ ~6 ~~ ~~. ~ f DATE 03-22-2010
ESTATE OF COULSON EARL L
DATE OF DEATH 02-03-2009
C~~~'~ ~JC FILE NUMBER 21 09-0179
~RaN~,~'~~5 C~~JPT COUNTY CUMBERLAND
ROBERT C SAIDIS ESQ C~~r~ i'_,-F,'L i ~A ACN 101
SAIDIS ETAL APPEAL DATE: 05-21-2010
26 W HIGH ST (See reverse side under Objections)
CARLISLE PA 17013 A~ount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETA_IN 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: COULSON EARL LFILE N0.:21 09-0179 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 114,442.53 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) 12,715.83
6. Jointly Owned Property cSchedule F) Cb) .00
7. Transfers cSchedule G) c7) 25,546.99
8. Total Assets c8) 152.705.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) c9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,742.64
11. Total Deductions cll) 12,205.21
12. Net Value of Tax Return c12) 140,500.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts cSchedule J) (13) .00
14. Net Value of Estate Subject to Tax t14) 140,500.14
NOTE: If an assess~ent was issued previously,
reflect fiBUres that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
lb. Amount of Line 14 taxable at Lineal/Class A rate
1T. 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 CollateralJClass B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
04-23-2009 CD011154 226.32
09-17-2009 CD011758 .00
C15) . 00 X
C16) 1 40 . F:00 . 1 4 X
t1T) . oD x
(18) . 00 X
AMOUNT PAID
00 .00
045 6,322.51
12 = .00
15 = .00
c19)= 6,322.51
4,300.00
1,796.19
TOTAL TAX PAYMENT 6,322.51
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.