HomeMy WebLinkAbout05-28-10 (2)NOTIC~,~OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 'AP~PRAE~~1~~,!?ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVISION ~ •~~-OF~r`D;~,~~;~T~T~bNS AND ASSESSMENT OF TAX
PO BOX 280601 ~ `. ;~,~ ! ~~~' .%~ '
HARRISBURG PA 17128-0601
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SAUL EWING LLP
2 N SECOND ST 7TH FLR
HARRISBURG PA 17101
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DEPARTMENT OF REVENUE
REV-15G7 EX AFP C12-09)
DATE 05-24-2010
ESTATE OF TESNO EDITH M
DATE OF DEATH 01-25-2009
FILE NUMBER 21 09-0155
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-23-2010
(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 APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TESNO EDITH MFILE N0.:21 09-0155 ACN: 101 DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
dule A)
(S
h
t
t
l E
C1)
.0 0
NOTE: To ensure proper
c
e
a
e
s
1. Rea
(Schedule B)
d
d B C2) .0 0 credit to your account,
on
s
2. Stocks an
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) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 116, 158.93
6. Jointly Owned Property (Schedule F) (6) 84,848.94
7. Transfers (Schedule G) C7) 47, 843.78
cs) 248 , 851.65
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3 5.919.4 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 23, 983.83
C11) 59,903.32
11. Total Deductions 1$8,948.33
12. Net Value of Tax Return C12) 0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .
T
t t
b C14) 188, 948.33
14. ax
jec
o
Net Value of Estate Su
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 (16) .0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) 1 00 , 751 . Q2 X 12 = 12, 090.12
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 88, 197.31 X 15 = 13,229.60
19 al Tax Due
Princi C19)= 25, 319.72
. p
TAY f QCTITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-21-2009 CD011144 1,062.57 20,188.91
12-30-2009 CD012158 .00 2,405.92
12-30-2009 CD012159 36.79- 1,715.44
TOTAL TAX PAYMENT 25,336.05
BALANCE OF TAX DUE 16.33CR
INTEREST AND PEN. .00
TOTAL DUE 16.33CR
* 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. ~~