HomeMy WebLinkAbout06-07-10NOTICE OF INHERITANCE TAX pennsy van~a ~
APPR i~El~l'~ ~,LIOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~~~' ~~'.-~-
INHERITANCE TAX DIVISION OFr~ DllC~IA ~ ''~-ND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 M~~-~; ~~} r '~'' "`
HARRISBURG PA 17128-0601
4-~ JUN _~ t?M '; ~ DATE 05-24-2010
ESTATE OF CRAIG MARY J
M ~ ~~ DATE OF DEATH 10-09-2008
V~. , •~ FILE NUMBER 21 08-1094
t'j~ ~ ~' COUNTY CUMBERLAND
H ANTHONY ADAMS ~'`,~M~,~ ~~~~ 'r` ACN 101
STE 3 APPEAL DATE: 07-23-2010
4 9 W O R A N G E S T (See reverse side under Objections )
SHIPPENSBURG PA 17257 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 t~ ___________________
--------- ---- ---- -- ---- ------------------------ a-- -- ---
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
,ESTATE OF: CRAIG MARY JFILE N0.:21 08-1094 ACN: 101 DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
~PPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 783, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 194, 646.38 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 77,499.76
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 1 , 055 , 146.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14.417.0 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6,6 6 7.0 6
11. Total Deductions C11) 21,084.08
12. Net Value of Tax Return (12) 1, 034, 062.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 1 , 034, 062.06
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
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TOX CRFD7TSs
c15) .00 x 00 = .00
(16) 7.034.062.06 x 045 = 46,532.79
C17) . oo x 12 = . 00
cls) .00 X 15 = .00
C19)= 46,532.79
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-30-2009 CD011544 .00 45,000.00
01-13-2010 CD012229 .00 1,532.79
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-14-2010
TOTAL TAX PAYMENT 46,532.79
BALANCE OF TAX DUE .00
INTEREST AND PEN. 168.40
TOTAL DUE 168.40
* 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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SUITE 3
SHIPPENSBURG, PA 17257
YLVANIA
,ND ESTATE TAX
L RECEIPT
_______- fold
ESTATE INFORMATION:
FILE NUMBER:
DECEDENT NAME:
DATE OF PAYMENT:
POSTMARK DATE:
COUNTY:
DATE OF DEATH:
SSN: 192-14-6065
2108-1094
CRAIG MARY JEAN
06/ 07 / 2010
06/04/2010
CUMBERLAND
10/ 29/ 2008
REMARKS:
CHECK# 13480
SEAL
TOTAL AMOUNT PAID:
INITIALS: DM
RECEIVED BY:
REGISTER OF WILLS
REV-1162 EX(11-96!
NO. CD 012856
$168.40
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
ACN AMOUNT
ASSESSMENT
CONTROL
NUMBER ________