HomeMy WebLinkAbout05-17-10-r, Q~.I,C~E,_;q~- ERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES APPI~R1~$I~T1--` A~`aL~O~ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF#;~p'E~~~U~~I~QN~,~;±,~N1J ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
~~~~ ~~ ~ 7 p~ ~~ 3~DATE 05-10 -2010
ESTATE OF KEIM RETHA M
~~~~~r~ DATE OF DEATH 11-20-2p08
QR~~~t~'~ ~~~~~~ FILE NUMBER 21 09-0$26
~~~,,~~~+"?~ ",~~~`~ (y,',~., PP. COUNTY CUMBERLAND
ELIZABETH J SAYLOR ESQ `°" '- ACN 101
PETER RUSSO LAW OFCS APPEAL DATE: p7-09-2010
5 0 0 6 E T R I N D L E R D (See reverse side under Objections )
MECHANICSBURG PA 17050 Amount Remitted -~
MAKE CHECK PAYABLE AN1~ REMIT PAYMENT T0:
REGISTER OF WILLS''
1 COURTHOUSE SQUARE
CARLISLE PA 170X3
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~"~
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA1X
ESTATE OF: KEIM RETHA MFILE N0.:21 09-0326 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: C X) 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) 28 8.3 3 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) 5 0 0.0 0
6. Jointly Owned Property (Schedule F) (6) 41 , 050.30
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) _ 41 , 838 .63
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 12.5 3 9.4 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ .0 0
11. Total Deductions C11) 12,539.44
12. Net Value of Tax Return C12) 29,299.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 29,299.19
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) .00 X 00 •- .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 79. 299.1 9 x 045 = 1 , 318 .46
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) .0 0 X 15 = .0 0
19. Principal Tax Due C19) = 1 , 318.46
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-13-2009 CD012105 20.77- 1,340.1
TOTAL TAX PAYMENT 1,319.36
BALANCE OF TAX UE .90CR
INTEREST AND PEN. .00
TOTAL DUE .90CR
* 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. ~'~j~