HomeMy WebLinkAbout05-17-10.- ,-,~-~~., ,,~~.,, ~t.~•',,~ .iCE OF INHERITANCE TAX
%~ i~~P~A~I' SIT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES -, :-,,ri „
INHERITANCE TAX DIVISION ~;f~%~ ,~ Q~ `~'~~I~CTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
2~ ~ Q ~~1' 17 P~ 2~ 33
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~~1-~~~'S COURT
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WILLIAM DANIEL ~~q `~
STE 205
1 W HIGH ST
CARLISLE PA 17013
TOTAL TAX PAYME T 40,951.85
BALANCE OF TAX UE 914.91CR
INTEREST AND PE~1. .00
TOTAL DUE 914.91CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "Cf~EDIT" CCR), YOU MAY BE DUE _ ~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. n 1
`•I. J
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-10-2p10
ESTATE OF REED JEANNE C
DATE OF DEATH 02-15-2p09
FILE NUMBER 21 09-0178
COUNTY CUMBERL~4IND
ACN 101
APPEAL DATE: 07-09-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE ANA REMIT PAYMENT T0:
REGISTER OF WILLS'
1 COURTHOUSE SQUAIRE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWAiNCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: REED JEANNE (FILE N0.:21 09-0178 ACN: lpl DATE: 05-10-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 147, 000 . QO NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 503, 962.39 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) 50, 181.79
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 222, 597 . O 1
s. Total Assets CB) 923,741.19
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 31.5 6 5.0 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,4 6 6.3 2
11. Total Deductions C11) 34, 031.39
12. Net Value of Tax Return C12) 889, 709.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) _ 889,709.80
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) 889 . 709 .80 X 045 '= 40, 036.94
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)= 40, 036.94
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-13-2009 CD011222 2,001.85 38,950.010