HomeMy WebLinkAbout04-09-10~~-r,~~~,i~OF INHERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES APP~dl ~It,,,1+"I-NCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION 0~.,,~~~~~~~, }/CND ASSESSMENT OF TAX REV-1:547 EX AFP C12-09)
PO BOX 280601 i.~..',!
HARRISBURG PA 17128-0601 p
~~~~~Pi~ -9 A~##;~ O8 DATE 04-05-2010
ESTATE OF NEIER KATHERINE P
DATE OF DEATH 04-02-2009
~~~P'~ ~~~ FILE NUMBER 21 09-0379
~~~~~~~~ ~'' ~' ACNNTY lO1BERLAND
WAYNE F SHADE
53 W POMFRET ST APPEAL DATE: 06-04-2010
CARL I SL E PA 17 013 (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 ~
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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: NEIER KATHERINE PFILE N0.:21 09-0379 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) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 543, 153.22 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) '0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 116,977.29 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 28,415.36
6. Jointly Owned Property (Schedule F) ((,) .0 0
7. Transfers (Schedule G) (7) 9, 000.00
8. Total Assets (8) 697 , 545.87
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8.19 7.8 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,9 0 8.0 2
11. Total Deductions C11) 10, 105.86
12. Net Value of Tax Return (12) 687,440.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 687,440.01
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 (15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 68 7 , 440.04 X 045 = 30 , 934 .80
17. Amount of Line 14 at Sibling rate (17) _[]0 X 12 - .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due C19)= 30,934.80
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-26-2009 CD011409 1,473.68 28,000.00
09-25-2009 CD011802 .00 1,461.16
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 30,934.84
BALANCE OF TAX DUE .04CR
INTEREST AND PEN. .00
TOTAL DUE .04CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~,~~~
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