HomeMy WebLinkAbout05-28-10,,, ,_,f-. _,l~Or~IC~-- ~- INHERITANCE TAX pennsy van~a ~
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i~(PPRAISEM`EN'Tr~°At~LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES -
INHERITANCE TAX DIVISION ~-0F..;~f-DU~T,~bN~ AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ~ -
HARRISBURG PA 17128-0601 Q
~~~~ ~~~ ~~ ~~ ~' ~ 8 DATE 05-24-2010
ESTATE OF CRAIG MARY J
~~~~K ~~ DATE OF DEATH 10-09-2008
{gyp}-~`j v~U~T FILE NUMBER 21 08-1094
H ANTHONY ADAMS CU'~~~~1 p~~r~ ~~' ~~ COUNTY CUMBERLAND
ACN 101
STE 3 APPEAL DATE: 07-23-2010
4 9 W ORANGE S T (See reverse side under Objections
SHIPPENSBURG PA 17257 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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CRAIG MARY JFILE N0.:21 08-1094 ACN: 101 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) 783, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 194,646.38 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 77,499.76
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 1 , 055 , 146.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14.417.0 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6,6 6 7.0 6
11. Total Deductions C11) 21,084.08
12. Net Value of Tax Return C12) 1, 034, 062.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 1 , 034, 062.06
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) 1.034.062.06 X 045 = 46,532.79
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 (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 46,532.79
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-30-2009 CD011544 .00 45,000.00
01-13-2010 CD012229 .00 1,532.79
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-14-2010
TOTAL TAX PAYMENT 46,532.79
BALANCE OF TAX DUE .00
INTEREST AND PEN. 168.40
TOTAL DUE 168.40
* 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..
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