HomeMy WebLinkAbout05-21-10NOTICE OF INHERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES ~~~~~t~~~~~~~}LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION . , . OFD ;~CI~tIC`T?FONDS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 i ~- - ~ "' ' '~
HARRISBURG PA 17128-0601
~~~~~~ 2 ~ P~ ~~• Q8 DATE 05-17-2010
ESTATE OF GRIMM FAYE
DATE OF DEATH 06-03-2009
~~~~~!1~ FILE NUMBER 21 09-0648
aR~~-I,~~~'~ ~~uR~ COUNTY CUMBERLAND
THOMAS A GRIMM ~~~~-.-„ "'•"•
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acN 101
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20 RIDGE DR APPEAL DATE: 07-1 6-2010
C A R L I S L E P A 17 015 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL
-- ONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E'er
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REV-15 47 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GRIMM FAYE FILE N0 .:21 09-0648 ACN: 101 DATE: 05-17-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •~ 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 133,550.00 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) 9,6 6 6.5 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 143,216.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 3.315.12
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,0 2 2.3 3
11. Total Deductions C11) 24,337.45
12. Net Value of Tax Return C12) 118,879.05
13. Charitable/Governmental Bequests; Non-elected 91 13 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 118,879.05
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) .00 X 00 = .00
c16) 118 , 879.05 x 045 = 5, 349.55
c17) . 00 x 12 - . 00
C18) .00 X 15 = .00
c19)= 5, 349.55
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-21-2009 CD012130 .00 5,312.30
02-23-2010 CD012390 .00 37.25
TOTAL TAX PAYMENT 5,349.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. .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. ~~
V
REV-7470 EX (&88)
INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Faye Grimm 2109-0648
REVIEWED BY ACN
Tracell Collins-Smith 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Accepted revised return.
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