HomeMy WebLinkAbout05-21-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPR~A,-~,S,E~1~{T,-,.~1.Ir0~WANCE OR DISALLOWANCE
0'F~ ~D~b~J~CTI0I~IS 'iAND ASSESSMENT OF TAX
~ ~ `, ,
.. _- _ ._. y.'F i.. ..
2 ~ ~ 2 ~ t' 12~ ! 7
~L..~E '1 `~ yii
Gtl~~,f..,~1 } ~ ~i,i~T
AARON C JACKSON ESQ ; I'~ t-~r- r _ t > ~; p
JAXKSON LAW F I RM ~`~,~.. - W ~ -~ f ~ ~'
4076 MARKET ST STE 20
CAMP HILL PA 17011
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-17-2010
ESTATE OF ECKENRODE FRANCES M
DATE OF DEATH 09-22-2009
FILE NUMBER 21 09-1180
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- ~ -
------- ----- --------------
---
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: ECKENRODE FRANCES MFILE N0.:21 09-1180 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) (2) .Q 0 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) 5,18 4.4 3
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 765, 064.74
8. Total Assets cs) 770 , 249.17
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2 3,8 5 0.51
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,0 91.17
11 . Total Deductions C11) 27, 941 .68
12. Net Value of Tax Return C12) 742, 307.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 742, 307.49
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) 742.307.49 x 045 = 33,403.84
c17) . on x 12 - . 00
(18) .00 X 15 = .00
c19)= 33,403.84
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-17-2009 CD012132 727.00 13,813.08
12-17-2009 CD012133 943.19 17,920.57
TOTAL TAX PAYMENT 33,403.84
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 ,DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS(