HomeMy WebLinkAbout05-07-10ARA~~~.~~,E'~~''•~~L.~,i`bWANCE TOR DI ALLOWANCE Pennsy vanNa ~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~ ~D~1~TI~MS "'AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ~ ~~ `" `' ~' ` ~ "~ ' ` ` "' /
HARRISBURG PA 17128-0601
~~~~~Y -~~ ~~ ~~: a~ DATE 05-03-20',10
ESTATE OF CONWAY EDITH H
~L~~[~~~ DATE OF DEATH 08-16-20109
0~~~~~ ~Q~.~~T FILE NUMBER 21 09-08104
STEPHEN L BLOOM G~P~~~r~ ~•',w,~~ ~.C~., ~. COUNTY CUMBERLAIND
ACN 101
IRWIN ~ MCKNIGHT APPEAL DATE: 017-02-2010
6 0 W P O M F R E T S T (See reverse side under Objections )
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND'REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARIE
CARLISLE PA 1701'3
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
--- ---- ------- - --- --- ---- -- --- -- - - --
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANNCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TALC
ESTATE OF: CONWAY EDITH HFILE N0.:21 09-0804 ACN: 101,1 DATE: 05-03-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
•0 0 NOTE: To ensure proper
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) C2) ,0 0 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) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 65, 616.65
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 6,390.02
8. Total Assets r8) 72, 006.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4.9 4 4.1..1
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 15 9.0 9
11 . Total Deductions C11) 5,103.20
12. Net Value of Tax Return C12) 66,903.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 4,9 2 3.24
14. Net Value of Estate Subject to Tax C14) 61 , 980.23
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) 61 . 980.23 X '. 045 = 2,789.11
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)° 2, 789.11
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-13-2009 CD011996 129.28 2,456.28
11-20-2009 CD012016 .00 203.516
TOTAL TAX PAYME T 2,789.12
BALANCE OF TAX UE .O1CR
INTEREST AND PE .00
TOTAL DUE ~' .O1CR
* 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.
~~~