HomeMy WebLinkAbout04-16-10H ITANCE TAX Pennsylvania ~
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APPRArS.EMENT. ' ALLQl~'At~"~E OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF D~tD~l.EfiL~MS ~1ND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601 04-12-2010
2uI(~ ~~'~ 1 b r~~ 12~ t}~ATE
ESTATE OF THOMPSON THELMA E
~ ,~~ DATE OF DEATH 01-22-2009
C~ ~t`,~ !~.~I- 21 09 - 0232
~Gn'it-1i~'',!`4~ "l.'~, ~ FILE NUMBER
-, n. COUNTY CUMBERLAND
"~~ACN 101
JOSEPH M FARRELL APPEAL DATE: 06-11-2010
FARRELL K SMALL (See reverse side under Objections)
PO BOX 113
PALMYRA PA 17078 Amount Remitted
MAKE REGISTERA OFB WI A SD REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE-____ "'~ __RETAIN_LOWER_PORTION FOR YOUR_REC_O_RDS__________
" " '~-~ ALLOWANCE OR
REV-1547 EX AFP C12-09)DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENT OF TAX
THELMA EFILE N0.:21 09-0232 ACN: 101 DATE: 04-12-2010
ESTATE OF: THOMPSON
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
C1) .0 0 NOTE: To ensure proper
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
55,656.15 credit to your account,
1. Real Estate (Schedule A) C2) submit the upper portion
2. Stocks and Bonds (Schedule B) C3) •00 of this form with your
3. Closely Held Stock/Partnership Interest (Schedule C) C4) 118,386.00 tax payment.
4. Mortgages/Notes Receivable (Schedule D) 181.84
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C6) 40,821.36
6. Jointly Owned Property (Schedule F) C~) .00
7. Transfers (Schedule G) Cg) 215,045.35
B. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~g.8~8.37
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C1U) ,00
10. Debts/'Mortgage Liabilities/Liens (Schedule I) (11) 19,$28.37
C12) 195,216.98
11. Total Deductions ,00
12. Net Value of Tax Return C13)
C14) 195,216.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule
14. Net Value of Estate SubJect to Tax
NOTE: If an assessment was issued pr he total of ALL Ire~turns nassessed~ to ~dat and 19 will
reflect figures that include t ,00
ASSESSMENT OF TAX: C15) .00 x 00 =
19~ 916-98 x 045 = 8,784.76
15. Amount of Line 14 at Spousal rate 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 X 15 = . 00
cl9)= 8,784.76
18. Amount of Line 14 taxable at Collateral/Class B rate C1
19. Principal Tax Due
TAX CREDITS: DISCOUNT C+) AMOUNT PAID
PAYMENT RECEIPT
NUMBER INTEREST/PEN PAID C-) 8,550.00
DATE 439.24
04-16-2009 CD011115
TOTAL TAX PAYMENT 8,989.24
BALANCE OF TAX DUE 204.48CR
INTEREST AND PEN. .00
TOTAL DUE 204.48CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE pFREFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS DUE
ono cerCULATION OF ADDITIONAL INTEREST.