HomeMy WebLinkAbout05-07-10', f, ~,..~.;f,.y ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES'` ~ ~` ~-r~' 14rF'P~;b~I~ ,~T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "r~ f ~-.".~ OF- '1~tI~CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 "".;: L~i~ ~ ~-' "~ ~'`'
HARRISBURG PA 17128-0601
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H ANTHONY ADAMS~,,U~`~~~`~~~-'~3'E ~"` ~`~'
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49 W ORANGE ST
SHIPPENSBURG PA 17257
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-03-2p10
ESTATE OF CASSIDY THELMA V
DATE OF DEATH 06-13-2p09
FILE NUMBER 21 09-01614
COUNTY CUMBERLI4ND
ACN 101
APPEAL DATE: 07-02-2010
(See reverse side unde'~r Objections )
Amount Remitted -1
MAKE CHECK PAYABLE ANtI REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALON_6-THIS LINE ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E'er _
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWAINCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CASSIDY THELMA VFILE N0.:21 09-0614 ACN: lpl _______________
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) C1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 16, 066.19 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) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 8,7 30.0 6
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) _ 24 , 796 .25
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14.41 7.6 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .D 0
11. Total Deductions C11) 14,417.68
12. Net Value of Tax Return C12) 10,378.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 10,378.57
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) 1 0 . X78 . F:7 x 045 = 467.04
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)= 467.04
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-13-2009 CD011995 .00 467.0.
TOTAL TAX PAYMENT 467.04
BALANCE OF TAX UE .00
INTEREST AND PE .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.
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