HomeMy WebLinkAbout04-30-10~NA~ICE.OF INHERITANCE TAX
`^ ` ' - .~P~'R~-~t~.SEt!'~NT, LLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES"
INHERITANCE TAX DIVISION ~ ; ~ ~ _: 'OF~'~E1~UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~',=-'~~'"~ ~'--' ' -~ " "
HARRISBURG PA 17128-0601
ZG 4~ APB 3 fl A~ 1 f~ 5 ~
C~~~K r~~
ORS' ' ~ , "~ ~,~ 4~T
LYNN L REED ~~.~;,'~' __ .~ _.
1318 BRECHBILL RD
CHAMBERSBURG PA 17202
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 04-26-2010
ESTATE OF COONS MAUDIE C
DATE OF DEATH 11-13-2007
FILE NUMBER 21 07-1055
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-25-2010
(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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
--------------------------------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX -----------
APPRAISEMEN -------------
T, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSM ENT OF TAX
ESTATE OF: COONS MAUDIE (FILE N0.:21 07-1055 ACN: 101 DATE: 04-26-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) 28,649.40 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 ~ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) (6) 10,023.23
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 38 , 672.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 20,073.97
11 . Total Deductions (11) 20, 073.97
12. Net Value of Tax Return C12) 18,598.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 714, 962.98
NOTE: If an assessment was issued previously, li nes 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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) S6F:.608. 9 x 045 = 25,452.37
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 149,354.69 X 15 = 22,403.20
19. Principal Tax Due (19)= 47,855.57
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-13-2008 CD010134 .00 46,530.42
10-29-2009 CD011918 .00 1,325.15
13ALANC;t OF UNPAID INTEREST/PENALTY AS OF 10-30-2009
TOTAL TAX PAYMENT 47,855.57
BALANCE OF TAX DUE .00
INTEREST AND PEN. 90.45
TOTAL DUE 90.45
* 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. ~~