HomeMy WebLinkAbout05-07-10N
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BUREAU OF INDIVIDUAL TAXES A. ~` ~ ~t'lE~l~l'~,'' OWANCE OR DISALLOWANCE
!{;_ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION •Qf•.~ }1C~'Tb`~~'•:'AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ~ ~>•'~%'i~'""'' `~
HARRISBURG PA 17128-0601
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MECHANICSBURG PA 17055
DATE 05-10-201,10
ESTATE OF CASEY ', JANET E
DATE OF DEATH 07-14-2009
FILE NUMBER 21 09-0693
COUNTY CUMBERL ND
ACN 101
APPEAL DATE: 07-09-2010
(See reverse side unde Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUA E
CARLISLE PA 17013
CUT-ALONG-THIS-LINE----- ~ - RETAIN LOWER-PORTION-FOR-YOUR RECORDS--- --------------------
--- ----- ---- ---- ---- ------------- ------- --- ------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWA CE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA
ESTATE OF: CASEY JANET EFILE N0.:21 09-0693 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SSE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) ~1) 149, 000. 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 7,9 7 5.0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3)
4. Mortgages/Notes Receivable (Schedule D) C4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5)
6. Jointly Owned Property (Schedule F) C6)
7. Transfers (Schedule G) C7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)
.0
submit the upper portion
of this form with your
tax payment.
668,829.1
30,005.6
100,347.4
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
8) 956,157.17
~ 1) 79,505.68
~ 2) 876, 651 .49
c 3) 10 , 000.00
~ 4) 866,651.49
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,1 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) .00 X 00 =• .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 x 045 =' .00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 =~ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 866, 651 .49 X 15 =• 129, 997.72
19. Principal Tax Due C19)= 129, 997.72
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-18-2009 CD011767 5,789.47 110,000.0
INTEREST IS CHARGED THROUGH 05-25-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYME T 115,789.47
BALANCE OF TAX D E 14,208.25
INTEREST AND PE 64.08
TOTAL DUE 14,272.33
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CR DIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~~~
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
:DENT'S NAME
Janet E. Casey
EWER BY
Jennifer J. Schaefer
i
INHERITANCE TAX
EXPLANATION
OF CHANGES
NUMBER
2109-0693
101
SCHEDULE I INO I EXPLANATION OF CHANGES
G 1 The value of this annuity at the date of death ($100,347.40) is to able to the beneficiary,
Beulah Atkinson (niece of decedent). Per correspondent, the a ount of the annuity
should be included in the net estate.
Supplemental return was disregarded and "zeroed out" as requ
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