HomeMy WebLinkAbout05-21-10NOTICE OF INHERITANCE TAX pennsy ~van~a ~
AR.Pnj A~N~"';.;~L~Q'WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES r.~~ J~
INHERITANCE TAX DIVISION GAF •,n~pUCTIn~"S t,pND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
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PO BOX 280601 i l:- ~., 6 . ~ G ...' c ,, . _ ; ;. r
HARRISBURG PA 17128-0601
~~0 ~~Y 2, ~ f~i~ ~ p DATE 05-17-2010
ESTATE OF ROBBINS MARYLOUSE
DATE OF DEATH 01-18-2009
GLEnK ~~ FILE NUMBER 21 09-0071
~RPN,~,~'~ vti~~~RT COUNTY CUMBERLAND
ROBERT G FREY (,~~~,~``_`~~~!_,~"t `, .? ~~,'~ , {~~, ACN 101
FREY KB TILEY APPEAL DATE: 07-16-2010
5 S H A N O V E R S T (See reverse side under Objections )
CARLISLE PA 17013 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- E~ -------------------
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROBBINS MARYLOUSE FILE N0.:21 09-0071 ACN: 101 DATE: 05-17-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C )() CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 142,000.00 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) 177, 713.00 credit to your account,
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 ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 48, 041.00
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
s. Total Assets Cs) 367,754.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4 6.5 9 9.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 46,599.00
12. Net Value of Tax Return C12) 321, 155.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 321,155.00
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) 321.155.00 x 045 = 14,451.98
C17) .00 x 12 - .00
Cls) .00 X 15 = .00
C19)= 14,451.98
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-17-2009 CD011124 657.89 12,500.00
12-14-2009 CD012098 .00 317.00
INTEREST IS CHARGED THROUGH 06-01-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 13,474.89
BALANCE OF TAX DUE 977.09
INTEREST AND PEN. 28.72
TOTAL DUE 1,005.81
* 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. ,~ ~„
t4.
REV-1470 EX (01-10)
~ ~ enns Lvania INHERITANCE TAX
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DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Robbins, Mary Louise 2109-0071
REVIEWED BY ACN
Daniel Heck 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
I 1,2 Reduced to $.00. The decedent's responsibility as co-signer ends at the decedent's date of
death.
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