HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL raxES A(~PRAI$EMENT,,,.a4~.~.OWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS-''AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 - REV-1547 EX AFP (12-09)
HARRISBURG PA 17128-0601
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ROGER B IRWIN ESQ I !"."
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IRWIN & MCKNIGHT PC '
60 W POMFRET ST
CARLISLE PA 17013
DATE 03-22-2010
ESTATE OF SNYDER SARA S
DATE OF DEATH 06-09-2009
FILE NUMBER 21 09-0591
COUNTY CUMBERLAND
ACN 1D1
APPEAL DATE: 05-21-2010
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE= SQUARE
CARLISLE PE1 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS (-~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT
ALLOWANCE
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,
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX OR
ESTATE OF: SNYDER SARA SFILE N0.:21 09 -0591 AC'N
: 101 DATE: 03-22-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF R
ETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 157,500.00
2. Stocks and Bonds (Schedule B) NOTE: To ensure proper
3. Closely Held Stock/Partnershi
I
t (2) 12,231.04 credit to your account,
p
n
erest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (4) .00
C5) 178 , 064.15 tax payment.
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) (6) .00
(7) 39,557.81
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ($) 387.353 00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) r+0 '86 ,4~
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(10) 8 78.85
11. Total Deductions
12. Net Value of Tax Return (11) 51,741.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sched
l .
14. Net Value of Estate Subject to Tax u
e J) C13) 260.611
73
NOTE: If a c14) 75, 000.00
n assessment was issued previously, lines 14, 15 and/or 16
17
reflect figures that include the total of ALL ,
,
returns
and 19 will
ASSESSMENT OF TAX: assessed to d ate
15. Amount of Line 14 at Spousal rate (15) .00 -
00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) X .00
17. Amount of Line 14 at Sibling rate '~ x 045 = .00
cln
18. Amount of Line 14 taxable at Collateral/Class B rate (18) -~ x 12 =
75,000
00
15 - .00
19. Principal Tax Due .
x
- 11,250.00
TAX CREDITS: C19)= 11,250.00
PAYMENT RECEIPT
DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PA]:D
09-23-2009 CD011786
.00
11,2'50.00
TOTAL TAX PAYMENT 11,250.00
BALANCE OF T'AX DUE .00
INTEREST AN:D 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.