HomeMy WebLinkAbout04-16-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIWISION ^t "',DF -j~~~{~~7~ '~ DEPARTMENT OF REVENUE
Po Box zso6ol ~IQt~tS AND ASSESSMENT OF TAX
- -' `~ REV-1547 EX AFP C12-69)
HARRISBURG PA 17126-0661 ~~
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DATE 04-12-2010
~~10 APR l 6 P~ 12~ C16 ESTATE OF GREENE ANGELES F
DATE OF DEATH 07-16-2008
~`~~~~,n~,- FILE NUMBER 21 08-0956
TERRENCE J KERWIN aRal-~~•P•~~~ ~;~I_lRl COUNTY CUMBERLAND
KERWIN K KERWIN C~Ip~~~` , ,`°_) ~} Ply ACN 101
APPEAL DATE: 06-11-2010
4245 RTE 209 (See reverse side under Objections)
ELIZABETHTOWN PA 17022 Amount Remitted
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 ~ _
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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: GREENE ANGELES FFILE N0.:21 08-0956 ACN: 101 DATE: 04-12-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 166, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 66,584.8 9
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets
(8) 232,584 89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)__ 41 1 $
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 154.421.34
11. Total Deductions C11) 195,533.92
12. Net Value of Tax Return C12) 37, 050.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 37,050.97
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.
ASSESSMENT 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) ;7.OF:0 97 x 045 = 1,667.29
17. Amount o•F Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount o•F Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .0 0
19. Principaa Tax Due (19)= 1,667.29
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-21-2009 CD011890 42.94- 1,711.51
TOTAL TAX PAYMENT 1,668.57
BALANCE OF TAX DUE 1.28CR
INTEREST AND PEN. .00
TOTAL DUE 1.28CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~fdE
FOR CALCULATIOIJ OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. \J'