HomeMy WebLinkAbout06-04-10NOTICE OF INHERITANCE TAX ~~'~~"~~~
BUREAU OF INDIVIDUAL TAXES „ .LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
IN18:RITANCE TAX DIVISION '~" ' ~;,,,~~O~N$ AND ASSESSMENT Of TAX REV-1547 EX AFP C12-09)
PO SOD( 288601 ~ ~ ~ ,~, •. #
FMRRISBURC PA 17128-0601
~Q ~ ~ d t~ .,,,,k ~~ ~ ~ ; 1 !~ DATE 0 5 - 31- 2 010
°~ ESTATE OF UTECH JANNETTE A
SCOTT L KELLEY
209 BROADWAY
HANOYER
ESQ ''
PA 17331 ...
DATE OF DEATH 06-15-2009
FILE NUMBER'- 21 09-0589
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-30-2010
(See reverse sale wader Obfictio»s)
Amount Reaitted r- -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONfi THIS LINE ~- RETAIN LOWER PORTION FOR YOUR
- - - - - - - -.- - - - - - - - - - - - - - - - - - - - - - - w - - - - - - - - - - - - - - - - - - - RECDRDS ~
- - - - - - -- --- - - - - - - - - - -- -
REV-1547 EX AFP C12-09) NOTICE-aF INHERITANCE TAX APPRAI$EMENT, ALLOWANCE - - - - - - - - - - - - - - - - -
OR
DISALLOiifANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OFs UTECH JANNETTE AFiLE N0.:21 d9-0589 ACM: 101 DATE: Q5-31-2010
._
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RE UT Rfil
1. Real Estate (Schedule A) C1) 165, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 6 0.00 credit to your account,
3. Closely Held Stock/Partnership interest (Schedule C) C3) •0 0 submit the upper portion
of this fors with your
4. Mortps8es/Notes Receivable CSchedula D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedula E) C5) 289, 75i . 13
6. Jointly Owned Property (Schedule F) C6) 17, 985.68
7. Transfers (Schedule G) C7) 7, 279.56
8. Total Assets C8) 480,076.37
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedula H) C9)_, =~]~~0.
10. Debts/MortysGe Liabilities/Liens (Schedule i) C10) 49,423.47
11. Total Deductions C11) 74,553.80
12. Net Value of Tax Return C12) 405, 22.57
13. Charitable/Governmontal Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 405,522.57
NOTE: If an asssss~ent ass issued previously,
r®flect fipurss that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rata
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Dua
TAX .CREDITS:
c15) . 00 x
C16)_~ ~ ~~~~~ X
c17) _ en x
C18) .00 x
00 .00
045 ~ 18, 248.. 52
12 ~ .00
15 .00
C19)= 18,248.52
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-10-2009 CD011725 842.11 16,000.00
02-03-2010 CD012327 .00 1,406.41
* IF PAID AFTER DATE INDICAYED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 18,248.52
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .DO
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.