HomeMy WebLinkAbout05-21-10,.N0.TICE OF INHERITANCE TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-17-2010
ESTATE OF KELLEY LOIS A
DATE OF DEATH 10-03-2008
FILE NUMBER 21 08-1056
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 SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE----- ~ --RETAIN-LOWER-PORTION-FOR YOUR
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APP RAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: KELLEY LOIS AFILE N0.:21 08-1056 ACN: 101 DATE: 05-17-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 192,950.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 23, 042.91 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) 77,207.42
6. Jointly Owned Property (Schedule F) (6) 2, 337.50
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 295,537.83
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5 2.2 71.7 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 11,267.04
11. Total Deductions C11) 63,538.79
12. Net Value of Tax Return C12) 231 , 999.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 231 , 999.04
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) 231.999.04 x 045 = 10,439.96
17. Amount of Line 14 at Sibling rate (17) _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)= 10,439.96
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-30-2008 CD010717 522.00 10,260.00
TOTAL TAX PAYMENT 10,782.00
BALANCE OF TAX DUE 342.04CR
INTEREST AND PEN. .00
TOTAL DUE 342.04CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.