HomeMy WebLinkAbout05-14-10COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601 PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ATKINSON BEULAH J
951 WEST TRINDLE ROAD
MECHANICSBURG, PA 17055
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ESTATE INFORMATION: SsN: o43-is-9921
FILE NUMBER: 2109-0693
DECEDENT NAME: CASEY JANET E
DATE OF PAYMENT: 05/14/2010
POSTMARK DATE: 05/ 1 3/201 0
COUNTY: CUMBERLAND
DATE OF DEATH: 07/ 14/2009
ACN
ASSESSMENT
CONTROL
NUMBER
REV-1162 EX111-961
IVO. CD 012752
AMOUNT
101 ~ 514,272.33
TOTAL AMOUNT PAID:
REMARKS:
514,272.33
CHECK# 141
INITIALS: SAP
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER C1F WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE:
OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN M EAKIN
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
s`-
DATE 05-10-2010
ESTATE OF CASEY JANET E
DATE DF DEATH 07-~14-2009
FILE NUMBER 21 09-0693
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-09-2010
(See reverse sia!e under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
~ REGISTER OF IdILLS
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
D ASSESSMENT OF fA~ OR
--
DISALLOWANCE OF DEDUCTIONS AN
ESTATE OF: CASEY JANET EFILE N0.:21 09-0693 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0 . O1
~1) 149, 000.00 NOTE: To ensure proper
1. Real Estate (Schedule A) 7,975.00 credit to your account,
2. Stocks and Bonds (Schedule B) C2)
00 .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) .00
tax payment.
.
5
Cash/Bank Deposits/Misc. Personal Property (Schedule 668,829.10
E) C5)
. 30,005.67
(6)
6. Jointly Owned Property (Schedule F) 100,347.40
7. Transfers (Schedule G) C7)
CB) 956.157.17
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9 Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H): C9) 70.1_51.29
.
10. Debts/Mortgage Liabilities/Liens (Schedule I)
9.354.39
(10)
C11) 79,505.68
11. Total Deductions
C12) 876,651.49
12.
13 Net Value of Tax Return
itable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
Ch 10.000.00
. ar
C14) $66,651.4 9
14. Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and.~or 16, 17, 18 and 19 will
NOTE:
reflect figures that•_,i~nclude th$ t~t$~1 ,,
r, ,.
ASSESSMENT OF TAX: ,00 x 00 .00
15. Amount of Line 14 at Spousal rate C15)
6)
x
~
~
045 =
.00
16. Amount of Line 14 taxable at Lineal/Class A rate (1 ~'
'
- 00
17. Amount of Line 14 at Sibling rate (17) .0 0 X
49 X
651
866 12
15 = .
129,997.72
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .
, Clg)= 129,997.72
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUN PAID
DATE NUMBER INTEREST/PEN PAID (-) ~
-18-2009 CD011767 5,789.47 110,000.00
TOTAL TAX: PAYMENT 115,789.47
INTEREST IS CHARGED THROUGH 05-25-2010 BALANCE OIF TAX DUE 14,208.25
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 64.08
TOTAL DUE 14,272.33
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE= OF THIS FORM FOR INSTRUCTIONS.