HomeMy WebLinkAbout04-09-10,~~ ! ~,.` .~~{~~,~~., OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES P~ -`~ ,"'t^"'~~~ ALLOWANCE OR DISALLOWANCE
~'` `'"~'`"" ~F' DL~?ION DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION `f S AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP C12-09)
HARRISBURG PA 17128-0601 p RR LL oo
~0~~ ~!"~ "9 M~1 ~I~ ~v DATE - -
04 05 2010
~~ ~~, ESTATE OF GREENAWALT ETHEL J
DATE OF DEATH 09-18-2008
~~~~ ~~ FILE NUMBER 21 08-0964
~'~~~ ~• ~ COUNTY CUMBERLAND
CHARLES J DEHART III ACN 101
CALDWELL K KEARNS APPEAL DATE: 06-04-2010
3 6 31 N F R O N T S T (See reverse side under Objections )
HBG PA 17110 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE - ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ___
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GREENAWALT ETHEL JFILE N0.:21 08-0964 ACN: 101 DATE: 04-05-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 159,500.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 134,473.70 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 29,403.45
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ($) 323,377.15
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 41,6 0 6 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 141.0 5
11. Total Deductions C11) 41,747.42
12 • Net Value of Tax Return C12) 281 , 629.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
.00
14. Net Value of Estate Subject to Tax C14) 281 , 629.73
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to d t and 19 will"
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16)_ 7 81.6 9 7 X 0 4 5 =
17. Amount of Line 14 at Sibling rate 12, 673.34
c17) _ DO x 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due
(19)= 12, 673.34
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-03-2008 CD010590 526.32 10,000.00
10-02-2009 CD011830 .00 2,147.02
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-03-2009 TOTAL TAX PAYMENT
12,673.34
BALANCE OF TAX DUE .00
INTEREST AND PEN. 31.18
TOTAL DUE 31.18
* 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. ,~/~
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