HomeMy WebLinkAbout05-28-10NOTIC,~~„ OF INHERITANCE TAX pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~ ~ `~_'~P;PI~/~I~'~,~~~'d7t.rt ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION - OF~ D~D~,I~T~ONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 `+; ~
HARRISBURG PA 17128-0601 ~.
~~r~~ ~~~ ~$ P ~: ~ 9 DATE 05-24-2010
ESTATE OF TESNO HELEN J
~~E~~{~ (~~ DATE OF DEATH 02-28-2009
A~`S ~Q~Rj FILE NUMBER 21 09-0245
RYAN R GAGER ~~~~~t+ 3,'~`'~ ~~ , PP. COUNTY CUMBERLAND
~~~`~','~',. , T, . +~.. AC N 101
SAUL EWING APPEAL DATE: 07-23-2010
2 N S E C O N D S T (See reverse side under Objections )
HARRISBURG PA 17101 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 ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TESNO HELEN JFILE N0.:21 09-0245 ACN: 101
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OR
DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 149, 900.00 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 39, 372.42
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 30,643.42
8. Total Assets C8) 219 , 915.84
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 12 9.5 3 7.2 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,9 51.9 0
11. Total Deductions C11) 133,489.12
12. Net Value of Tax Return C12) 86,426.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 86,426.72
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 86,426.72 X 15 = 12,964.01
19. Principal Tax Due C19)= 12, 964 . O1
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-27-2009 CD011292 526.32 10,000.00
12-30-2009 CD012160 10.69- 2,464.01
TOTAL TAX PAYMENT 12,979.64
BALANCE OF TAX DUE 15.63CR
INTEREST AND PEN. .00
TOTAL DUE 15.63CR
* 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 ._