HomeMy WebLinkAbout04-09-10~~x1~ ,-~.,.~.~'~~,Q~~~{ERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES APPR7li~.Slu 8 .~ ~~ 1dCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF,+-j'~ ~ r~t~!}O;NSt;~~4Nb ASSESSMENT OF TAX REV-1647 EX AFP C12-09)
PO BOX 280601 ~~~
HARRISBURG PA 17128-0601
~Q~Q~t"R'9 A~~~~ ~gDATE 04-05-2010
ESTATE OF COOMBS FRANCES T
~~ ~ DATE OF DEATH 08-19-2009
~~~ ~~ FILE NUMBER 21 09-0865
~ COUNTY CUMBERLAND
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DAVID R GETZ ESQ ACN 101
WIX ETAL APPEAL DATE: 06-04-2010
P O BOX 8 4 5 (See reverse side under Objections )
HBG PA 17108-0845 Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL
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REV-15 47 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COOMBS FRANCES TFILE N0.:21 09-0865 ACN: 101 DATE: 04-05-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) 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) C2) 344, 159.30 credit to your account,
~ 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ' of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~ 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 19, 656 .77
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
s. Total Assets c$) 363,816.07
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2.5 0 2.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions C11) 2,502.00
12. Net Value of Tax Return C12) 361,314.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 361,314.07
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) 351,314.07 X 00 = .00
c16) . oo x 045 = . 00
c17) 10.000.00 x 12 = 1,200.00
cls) .00 x 15 = .00
c19)=~ 1,200.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-06-2009 CD011839 60.00 1,140.00
TOTAL TAX PAYMENT 1,200.00
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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