HomeMy WebLinkAbout05-07-10NOTICE ~O,F INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -~-~~Ea'~,~ ~:LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ {~~~'-~.,j. ,~I~1~J.C;f~QIQ'S AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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JAN L BROWN
JAN L BROWN ~ ASSOC
845 SIR THOMAS CT STE
HBG PA 17109
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-03-2010
ESTATE OF KINNEY BETTY L
DATE OF DEATH 04-20-2009
FILE NUMBER 21 09-0399
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-02-2010
(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 E~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KINNEY BETTY LFILE N0.:21 09-0399 ACN: 101 _______________
OR
DATE: 05-03-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 167, 000.00 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) 49,874.46 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) 12,654.9'5
6. Jointly Owned Property (Schedule F) (6) 11 , 214.69
7. Transfers (Schedule G) (7) 5, 945.51
8. Total Assets (s) 246 , 689.61
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3 3.8 98.7 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4 0.12
11. Total Deductions C11) 33, 938.85
12. Net Value of Tax Return (12) 212, 750.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 212, 750.76
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 212. 750.76 x 045 = 9,573.78
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) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 9,573.78
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-17-2009 CD011505 478.69 9,500.Op
TOTAL TAX PAYMENT 9,978.69
BALANCE OF TAX DIUE 404.91CR
INTEREST AND PEN. .00
TOTAL DUE 404.91CR
* 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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