HomeMy WebLinkAbout04-30-10,_r,, r,_j ~T.~GE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~rt AP`.Pr[tA~S~~E~f' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OP~DE~~UGTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~-
HARRISBURG PA 17128-D601
KEITH L BRENNEMA~~~ ~~-^ ",r~ ~~ ' '~N°
SNELBAKER 8~ BRENNEMAN
44 W MAIN ST
MECHANICSBURG PA 17055
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 04-26-2010
ESTATE OF APPEL JR WILLIAM L
DATE OF DEATH 01-02-2009
FILE NUMBER 21 09-0131
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 - ~--- -R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: APPEL JR WILLIAM LFILE N0.:21 09-0131 ACN: 101 _______________
OR
DATE: 04-26-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 141,834.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 8 61.5 6 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 8,8 28.2 0
6. Jointly Owned Property (Schedule F) (6) 36, 131.51
7. Transfers (Schedule G) C7) 40 , 850.57
s. Total Assets c8) 228 , 505.84
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~y) 2 0,13 3.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,15 5.7 7
11. Total Deductions C11) 23,288.77
12. Net Value of Tax Return C12) 205,217.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 205,217.07
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 d ate.
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) ?n~, 17.07 x 045 = 9,234.77
17. Amount of Line 14 at Sibling rate C17) _ _[IO X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 9,234.77
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-27-2009 CD011050 461.74 9,000.00
TOTAL TAX PAYMENT 9,461.74
BALANCE OF TAX DUE 226.97CR
INTEREST AND PEN. .00
TOTAL DUE 226.97CR
~ 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