HomeMy WebLinkAbout04-23-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES "•~PRaLS~ME,~y~.s„~LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION d'F D~~~~~I-INS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 _ REV-1547 EX AFP C12-09)
HARRISBURG PA 17128-0601 ~ ~ `- ' 1' ~„ ' ~ ~`
~t ~. .
~~~~ ~~)D ~3 ~~ ~~• DATE 04-19-2010
tr ~~ ESTATE OF JOHNSON HELEN B
DATE OF DEATH 08-06-2009
~~•~~~~ ~,;~ FILE NUMBER 21 09-0757
{~RPf--I;~.i`J ~' ~~t J(.;~~j COUNTY CUMBERLAND
GARY L JAMES ESQ { r.,{;rr,_;->~ 4_ ~~ ;,,,,r
JAMES ETAL ~~'~." `~~ `` ` ' ACN
~~-~~~-, PA. 101
APPEAL DATE: 06-18-2010
134 S I P E AVE (See reverse side under Objections)
HUMMELSTOWN PA 17036
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 REC_O_R_D_S___E_~___
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT ------""--"--"
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENTAOFOTAXCE OR -
ESTATE OF: JOHNSON HELEN BFILE N0.:21 09-0757 ACN: 101 DATE: 04-19-2010
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
2. Stocks and Bonds (Schedule B) proper
C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) submit the u
C3) .00 PPer portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,7 9 5.9 7 tax payment.
6. Jointly Owned Property (Schedule F)
C6) .00
7. Transfers (Schedule G)
C7) 252, 827.24
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) 254,623 21
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)-
10. Debts/Mortgage Liabilities/Liens (Schedule I) 17.4 L•-S ~
Clo). 2,550.98
11. Total Deductions
12• Net Value of Tax Return C11) 14,975.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C12) 2 3 9,6 4 7.6 8
14. Net Value of Estate Subject to Tax C13) .0 0
C14) 239, 647 68
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 C15) .0 0 X 0 0 = .0 0
17. Amount of Line 14 at Sibling rate C16)_ ?~9 • 647 68 X 045 = 10, 784.15
C17) 40 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18)
19. Principal Tax Due • 00 X 15 = . 00
TAX CREDITS: C19)= 10,784.15
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
11-03-2009 CD011943
539.21 10,244.94
TOTAL TAX PAYMENT
10,784.15
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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