HomeMy WebLinkAbout05-21-10NOTICE OF INHERITANCE TAX Pennsylvania ~
AP~'R~-~T•S~~IE~`'t,' ~~ -~ l#WANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES !'i_.~• DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION O-~ ,~EI)UC~IDN~$; ~-ND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ~ ;` `_~ y~ ; ~,;"'~ _~;;
HARRISBURG PA 17128-0601
~~~~ ~~~ ~ ~ ~~ ~~; ~ ~ DATE 05-17-2010
ESTATE OF NEGLEY LYNN W
DATE OF DEATH 02-15-2009
~~~~~~„~ ~11~~.~ FILE NUMBER 21 09-0196
BRADLEY L GRIFFIE t ~'I ^' !r'~ (`~~^ ~?~ COUNTY CUMBERLAND
~U~'` - ~ _; ,. ACN 101
GRIFFIE ~ ASSOCS APPEAL DATE: 07-16-2010
2 0 0 N HA 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 _ ~ --R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NEGLEY LYNN WFILE N0.:21 09-0196 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) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 9 4 8.7 8 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) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 138,541.18
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 164, 338.24
8. Total Assets Cs) 303,828.20
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3 7.0 75.6 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 22, 997.17
11. Total Deductions C11) 60, 072.77
12. Net Value of Tax Return C12) 243, 755.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 243,755.43
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) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 743.7 .4 x 045 = 10,968.99
17. Amount of Line 14 at Sibling rate C17) .00 X 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .0 0
19. Principal Tax Due C19)= 10,968.99
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-14-2009 CD012102 .00 10,968.99
DHLHnI.t ur unrAtU tNItKtSI/PENALTY AS OF 12-15-2009
TOTAL TAX PAYMENT 10,968.99
BALANCE OF TAX DUE .00
INTEREST AND PEN. 43.58
TOTAL DUE 43.58
* 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.