HomeMy WebLinkAbout04-16-10.~~,_•NDT,I-~~;-0~~F~~~~~-INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRiA2';S~'MEJ+IT; '~LLL`OWANCE OR DISALLOWANCE
INHERITANCE TAX D]:VISION ~ j ~~, DEPARTMENT OF REVENUE
;.O F; DE~~IEC~Tf¢N~, AND ASSESSMENT OF TAX
PO BOX 280601 ri_`w+'~. REV-1547 EX AFP (12-09)
HARRISBURG PA 171e!8-0601
R MARK THOMAS ESQ
101 S MARKET ST
MECHANICSBURG
~~~~ ~~~ ~ 6 ~~ ~~' ~~ DATE 04-12-2010
ESTATE OF PAGE JEAN C
C,L~~;,{(~= DATE OF DEATH 01-30-2008
~t~f-ift1~;~ ~~;.,!~i FILE NUMBER 21 08-1101
Ul sp ` « „ ^° r"1 f~'~ ~~1 COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-11-2010
PA 17055 (See reverse side under Objections)
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 ~
REV-15
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47 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
_
--------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PAGE JEAN (FILE N0.:21 OS-1101 ACN: 101 DATE
: 04-12-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF R
ETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 181,969.20
2.
Stocks and Bonds (Schedule B) NOTE: To ensure proper
(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)
(4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .
34,697.50 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G)
(7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ($) 216,666 70
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. (9)
Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
.00
11. Total Deductions
12.
Net Value of Tax Return (11) .00
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sched
l C12) 216, 666.70
14. u
e
Net Value of Estate Subject to Tax J) (13) .00
(14) 216,666.70
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
18
,
reflect figures that include the total of ALL returns asse
d ,
and 19 will
ASSESSMENT OF TAX sse
to date.
:
15. Amount of Line 14 at Spousal rate (15) 216,666.70 00 =
16. Amount
of
Line 14 taxable at
Lineal/Class A rate
C16) X .00
17. Amount
of
Line 14 at Sibling
rate
(17) -00
n X 045 =
.00
-
0 X 12 =
00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 15 = .
19. Principal
Tax Due X .0 0
TAX CREDITS: (19)= . 00
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.