HomeMy WebLinkAbout04-16-10~ HHERITANCE TAX Pennsylvania ~
NOT,IC~-:Q '; ,
APP~tA{S~EtiM~NT, "/~tL~I~IANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU DF INDIVIDUAL TAXES ~~„L~EDU~Tr~ONS' `d~ID ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
INHERITANCE TAX DIVISION „ _~ !. ,
PO BOX 280601
HARRISBURG PA 17128-0601 _ Q4-12-2010
~~~a ~~~ ~ ~ ~~ {2 ~~ ESTATE OF POE JAMES E
r DATE OF DEATH 01-21-2009
c ~+.! (?-
~l_rC~~l `~~ 21 09-0109
a~~~l~,~~`y %(~I,i~ti FILE NUMBER CUMBERLAND
~~, ~~ ;,tifr~ ,~.,'' . Pik. COUNTY
(,,L~'` ACN 101
JAMES M ROBINSON APPEAL DATE: 06-11-2010
TURD LAW OFFICES (See reverse side under Objections )
28 S PITT ST
CARLISLE: PA 17013 Amount Remitted~-
MAKE REGISTERA OFB WI A SD REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~ RETAIN LOWER PORTION FOR YOUR RECORDS t"' ________________
CUT ALONG THIS LINE _________________________________'"-''_""
ALLOWANCE OR
REV-1547 EX AFP (12-09~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENT OF TAX
JAMES EFILE N0.:21 09-0109 ACN: 101 DATE: 04-12-2010
ESTATE OF: POE
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
~1) 120,000.00 NOTE: To ensure proper
1. Real Estate (Schedule A) ,00 credit to your account,
~2) submit the upper portion
2. Stocks and Bonds (Schedule B)
(3) .00 of this form with your
3. Closely Held Stock/Partnership Interest (Schedule C) C4) ,00 tax payment.
4. Mortgages/Notes Receivable (Schedule D) 5, 086.49
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (6) ,00
6. Jointly Owned Property (Schedule F) C7) ,00
7. Transfers (Schedule G) ~$) 125, 086.49
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~~,p19.12
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (ioj 202,555.77
10. Debts/Mortgage Liabilities/Liens (Schedule I) C11) 215,574.89
clz) 90,488.40-
11. Total Deductions .00
12. Net Value of Tax Return C13)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C14) 90,488.4 0-
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issuede the total of ALL lre~turns nassessed~ to 'd to and 19 will
reflect figures that inclu ,00
ASSESSMENT OF TAX: c15) ,00 X 00 =
15. Amount of Line 14 at Spousal rate .00 X 045 - .00
c16) , 00
16. Amount of Line 14 taxable at Lineal/Class A rate C17) ,00 X 12 =
17. Amount. of Line 14 at Sibling rate , 00 )( 15 , 00
18. Amounf. of Line 14 taxable at Collateral/Class B rate C18) c19)= ,00
19. Principal Tax Due
TAX CREDITS: DISCOUNT (+) AMOUNT PAID
PAYMENT RECEIPT
DATE NUMBER INTEREST/PEN PAID C-)
_ TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
rnrt r4LCUl_ATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.