HomeMy WebLinkAbout03-26-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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ORPHA,~f'S COURT
JACQUELINE A KELL~~.iPBC -'~' `,~; ~'+") ~4
JAN L BROWN K ASSOCIATE
845 SIR THOMAS CT 12
HBG PA 17109
NOTICE OF INHERITANCE TAX
AA`PRaI,5~M1~NT ~~IkLLOWANCE OR DISALLOWANCE
O!F ~E~UC~`~~S AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 03-22-2010
ESTATE OF CHASE EDNA S
DATE OF DEATH 02-15-2009
FILE NUMBER 21 09-0255
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-21-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
20iQ I'~AR 26 PM 12~ ~ 1
CUT ALONG THIS LINE '~ RETAIN LOWER PORTION FOR
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPR AISEMEN T, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSM ENT OF TAX
ESTATE OF: CHASE EDNA SFILE N0.:21 09-0255 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 5 9,565.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
Submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 Of this form with Your
4. Mortgages/Notes Receivable (Schedule D) C4) •~~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 118.31
6. Jointly Owned Property (Schedule F) (6) 21.76
7. Transfers (Schedule G) (7) 60,015.92
e. Total Assets (B) 119 , 720.99
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8.168.76
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10),. 33, 058.33
C11) 41,227.09
11. Total Deductions 493.90
78
12. Net Value of Tax Return (12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1,99 3.30
14. Net Value of Estate Subject to Tax (14) 76.500.60
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 76 .50.60 x 045 °_ 3,442.53
17. Amount of Line 14 at Sibling rate C17) -~~ X 12 ° .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19 )° 3,442.53
T AX CR EDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTERESTlPEN PAID C-)
X09-17-2009 CD011773 .00 2,247.16
INTEREST IS CHARGED THROUGH 04-06-2010 TOTAL TAX PAYMENT 2,247.16
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,145.37
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 20.16
TOTAL DUE 1,215.53
* 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.
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