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HomeMy WebLinkAbout05-28-10F1r ~~,;,~.~-r, OF INHERITANCE TAX ~'` A~~-t~1 p, ALLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL TAXES f _ ,v. ~., ~t j._ INHERITANCE TAX DIVISION -~t-1 ~`.;~,Q~i-~~+ -I~ONS AND ASSRSSMENT OF TAX PO 8OX 280401 HARRIS8UR6 PA 17128-0601 ~~~Q~IA't Z8 PM 1' 2© \ ~i~ „ PA ~~ ROGER G IRWIN ESQ IRWIN K MCKNIGHT PC 60 W POMFRET ST CARLISLE PA 17013 Pennsylvania r DEPARTMENT OF REVENUE REV-1547 EX AFP C12-09) DATE 05-24-2010 ESTATE OF KESSLER LOUISE C DATE OF DEATH 10-09-2009 FILE NUMBER 21 09-0971 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 07-23-2010 (See reverse s~ufe under Objections ) Anount Reuitted 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 - - - - - - - - - - - - - - - - - - - - - - - - - - r r .. -- - - - - ~' - - - - r .. - - - - - - - - - - - - - - - - - - - - - - - - - - 4"~ - - - - - - - - - - - - - - - - - - - - - - REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM!ENT, ALLOWANCE - OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: KESSLER LOUISE (FILE N0.:21 09-0971 ACN: 101 DATE: 05-24-2010 TAX RETURN WAS: C)() ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rral Estate CSchaduls A) C1) •0 0 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account, 3. Closely Hsld Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) •~ ~ tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 9'5,484.88 6. Jointly Owned Property (Schedule F) C6) .0 0 7. Transfers (Schedule G) C7) .0 0 8. Total Assets C8) _ 95,484.86 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 13.1 3 2.36 10. Debts/Mortgage Liabilities/Liens CSchaduls I) C10) 1,35 1.7 7 11. Total Deductions C11) 14,484.13 12. Nat Value of Tax Return C12) 81, 000.75 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _,~_,_T0,0 14. Nat Value of Estats Subject to Tax C14) 81 , 000.75 NOTE: If an asssss~ent was issued previously, reflect figures that include the total ASSESSMENT OF TAX: 15. Amount of Lins 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rats linos 14, 15 and/or 16, 17, 18 and 19 will of A L returns assessed to date. 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: C15) • 00 X C16) 8 1.000 _75 X C17) . DO X Cle) • 00 x 00 .00 045 ~ 3,645.03 12 ~ .00 15 .00 C19)= 3, 645.03 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 01-08-2010 CD012210 182.25 3.,462.78 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX PAYMENT 3,645.03 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~~~