HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAx~s` ,- '' '~1l~]~S~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ - - ~OF:.~'.DEpUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ -_ "~ ,, i ~ r
HARRISBURG PA 17128-0681 ~~` ` "
20(Q I~AR 26 P~~ IZ~ ~ ~
C~~~1; Cr
ROBERT KREITZ~i FN^~`ti~,~n~R ~~~
~' ' ~., ~ t
ROLAND ~ SCHLEGEL
627 N 4TH S7
READING PA 19603-0902
pennsyLvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 03-22-2010
ESTATE OF GRIM IRENE E
DATE OF DEATH 12-18-2008
FILE NUMBER 21 09-0260
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-21-2010
(See reverse side under Objections
A~eount Reoitted
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 4-'~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRIM IRENE EFILE N0.:21 09-0260 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) C1) •00 MOTE: To ensure proper
2. Stoeks and Bonds (Schedule B) (2) 1,136.41 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) , of this form with your
4. MortgageslNotes Receivable (Schedule D] (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5,818.35
6. Jointly Owned Property (Schedule F) C6) 2,946.05
7. Transfers (Schedule G) C7) 1 , 274 , 825.41
9. Total Assets C8) 1 , 284 , 726.22
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 22.395.71
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,387.00
11. Total Deductions (11) 29,782.71
12. Net Value of Tax Return C12) 1,254,943.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 1,254,943.51
NOTE: If an assessaent was issued previously, lines 14, 15 and/or 16, 17 , 18 and 19 will
reflect figures that include the total of ALL ret urns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 . 2F;4.943_ ) X 045 = 56,472.46
17. Amount of Line 14 at Sibling rate C17) _OD X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .DO X 1 5 = .00
19. Principal Tax Due C19 J= 56,472.46
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-16-2009 CDO1100$ 2,631.58 50,000.00
09-16-2009 CD011746 .00 3,840.88
TOTAL TAX PAYMENT 56,472.46
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. ~~