HomeMy WebLinkAbout04-23-10t •
NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES '~ '~P~~~'U~1T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - -'01F' 'D£~IU~CTIONS AND ASSESSMENT QF DEPARTMENT OF REVENUE
PO BOX 280601 TAX
HARRISBURG PA 17128-0601 ~ REV-1547 EX AFP C12-09)
s01 ~~ 23 ~~ l~~ ~~
~.~~i\ ~'
QRr~~~'~~ ~ ;~~ ~lRT
ALLAN L WINEY ,>,,~ ,-.~ ,-,,..,
765 MT AIRY RDC~ ` '~_ `~'~ `~'`" ' ~~'
LEWISBERRY PA 17339
DATE 03-22-2010
ESTATE OF WINEY EVELYN A
DATE OF DEATH 02-25-2009
FILE NUMBER 21 09-0247
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-21-2010
(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 _ ~ --R_ETA_IN-LOWER POR_TION_ FOR YOUR
REV-1547 EX AFP C12-09~ R
E
CO
R
D
S
~
'-
~
_
_
_
_
_
__
_
_
NOTICE OF INHERITANCE TAX APPRAISEME - --""--------------
DISALLOWANCE
CE OR
A
O
OF DEDUCTIONS AND ASSESSMENT
ESTATE OF: WINEY
OF
TAX
EVELYN AFILE N0..21 09-0247 ACN:
101
DATE
TAX RETURN WAS: c ) ACCEPTED AS FILED : 03-22-2010
c X)
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN CHANGED SEE ATTACHED NOTICE
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1) .0 0 NOTE: To ensure
proper
3. Closely Held Stock/Partnership Interest cSchedul
C2)
C .0 0 credit to your account,
e
)
4. Mortgages/Notes Receivable (Schedule D) c3) .0 0 submit the upper portion
of thi
5. Cash/Bank Deposits/Misc. Personal Propert
cS
1 s form with your
tax payment.
y
chedule E) c5)
6. Jointly Owned Property (Schedule F) 4 3,115.
9
7. Transfers cSchedule G) c6) .0 0
c7)
8. Total Assets 189,507.00
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 232,622 19
9. Funeral Expenses/Adm. Costs/Misc. Expenses cSchedule H)
_
10. Debts/Mortgage Liabilities/Liens cSchedule I) c9)
~ •~0 ~ 0 0
c1o)
11. Total Deductions 1 , 190.46
12. Net Value of Tax Return C11) 13, 293.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trust c12) 219,3 28.7 3
s (Schedule
14. Net Value of Estate Subject to Tax J)
C13) .0 0
NOTE: If an assessment was issued previousl
l (14) 219,328 73
y,
ines 14, 15 a
reflect figures that include the tot
l nd/or 16
~ and 19 will
a
of ALL returns
ASSESSMENT OF TAX: assessed
to d te.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate C15) '0 0 X 0 0 = .0 0
17. Amount of Line 14 at Sibling rate C16) ~) 9 ~?8 ~; X 045 =
9,869.79
18. Amount of Line 14 taxable at Collateral/Class B rate ~lg)
19. Principal Tax Due ~ 0 X 12 =
• 00
15
.00
TAX CREDITS: X
=
c19)= . 00
PAYMENT RE 9,869.79
CEIPT DISCOUNT c+)
DATE NUMBER
10-20-2009 INTEREST/PEN PAID c-)
CD011875 .00
INTEREST IS CHARGED THROUGH 04-06-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
,341.98
TOTAL TAX PAYMENT
1,341.98
BALANCE OF TAX DUE
8,527.81
INTEREST AND PEN. 132.11
TOTAL DUE I 8,659.92
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (0~. 10)
1
~ pennsyLvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128 0601
DECEDENT'S NAME
REVIEWED BY
SCHEDULE ITEM
NO.
G 1-6
Evelyn A. Winey
Laurel Fulmer
INHERITANCE TAX
EXPLANATION
OF CHANGES
EXPLANATION OF CHANGES
The IRA is taxable as the decedent was over the age of 59'/2.
FILE NUMBER
N
2109-0247
101
Page 1