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HomeMy WebLinkAbout05-28-10_ _ ,_y,Q~IC,R OF ..INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES ~~A`PSPR`A~$EM ~%; ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION - ~ :OF; d3~E©~'C'•Tf~ONS AND ASSESSMENT OF TAX PO BOX 280601 ~ ~ , ~ -.~ ,~,t ' ' ''- HARRISBURG PA 17128-D601 L~3ti ~ 1 ~U { ~ !' i J ~~~ (;~~.~R~ JERRY A WEIGLE ES~;~,j~~~. ~.~`~'~~ . 126 E KING ST SHIPPENSBURG PA 17257 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP (12-09) DATE 05-24-2010 ESTATE OF TANNER ANNA R DATE OF DEATH 10-24-2008 FILE NUMBER 21 09-0048 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 DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: TANNER ANNA RFILE N0.:21 09-0048 ACN: 101 ----------------- 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) 60,280.00 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) 13,382.73 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) C7) 31 , 589.76 8. Total Assets c8) 105,252.49 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 12.12 6.7 5 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6 7 6.6 7 11. Total Deductions C11) 12,803.42 12. Net Value of Tax Return C12) 92,449.07 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 92, 449.07 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) 92 .449.07 x 045 = 4, 160 .21 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 C19)= 4, 160.21 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 01-22-2009 CD010803 157.89 3,000.00 01-15-2010 CD012249 .00 1,002.32 BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-16-2010 TOTAL TAX PAYMENT 4,160.21 BALANCE OF TAX DUE .00 INTEREST AND PEN. 23.62 TOTAL DUE 23.62 * 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. ~~~ _ n