HomeMy WebLinkAbout05-21-10~,~, ~ -, iVQ'TI~E'~t~ ~~IVHERITANCE TAX
APP~'RA~~S.EMENT, ,1~r~•4~OWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~ ! _~ !
INHERITANCE TAX DIVISION Q~':.D~tllf~'GTONSi/KND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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DEBRA K WALLET
DEBRA K WALLET LAW OFFI
24 N 32ND ST
CAMP HILL PA 17011
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-17-2010
ESTATE OF WILLIAMSON GLENN S
DATE OF DEATH 03-07-2009
FILE NUMBER 21 09-0314
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-16-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG-THIS-LINE_--__ ~ RETAIN LOWER-PORTION_FOR YOUR-RECORDS- ~ -
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILLIAMSON GLENN SFILE N0.:21 09-0314 ACN: 101 ------------------
OR
DATE: 05-17-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
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) 226,499.01 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) 2,112.6 8 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9 5.9 9
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 44,505.61
8. Total Assets C8) 273,213.29
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 13.2 38.9 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,34 5.0 0
11. Total Deductions C11) 16,583.90
12. Net Value of Tax Return C12) 256, 629.39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 212,12 3.78
14. Net Value of Estate Subject to Tax C14) 44, 505.61
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 44,505.61 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 04 5 = .0 0
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)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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.
;~'~
REV-1470 EX (688)
INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Glenn S Williamson 2109-0314
REVIEWED BY ACN
John Keaty 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The estate is deferring the tax on the trust.
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