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HomeMy WebLinkAbout07-06-10• s~o~ NOTIC INHERITANCE TAX Penns~r: Vanla TAXES `'K"~~~ LOWANCE OR DISALLOWANCE DEPARTMENT OFREYfNUE BUREAU OF INDIVIDUAL INHERITANCE TAX DIVISION -„-~~~~'*'"r~t~c~,T,~o~s AND ASSESSMENT OF TAX REV-1547 Ex AFP C12-09) PO dOX 280601 i"t~t~~,.~ ; ~, ~ ~v'+ . ~ s4 :. J HARRIS8UR6 PA 17128-0601 Z~~~,U~. _6 p~ 2: ~ ~i DATET OF SCOTT-2010 KENNETH L ESTA E C~~K ~ DATE OF DEATH 07-30-2009 ~ip"~,~ ~~~~-~ FILE NUMBER 21 09-0767 JOYCE E HOLTRY ~~~~?~~,~~~~ G~.. P~! COUNTY CUMBERLAND ACN 101 220 SHIPPENSBURG RD APPEAL .DATE: 08-27-2010 SHIPPENSBURG PA 17257 (See revoerse side un~r Objections) Aslount Re~ittsd MAKE CI~ECK' PAYABLE AND REMIT PAYMENT TOr REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONC TMIS LINE _ ~ RETA_IN LOWER. PORTION FOR YOUMt RECORDS ~ _ _ REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISE~iENT, ALLOWA#iCE OR DISALLOWANCE OF DEDUCTIONS AND ASSE SMENT OF TAX ESTATE OF: SCOTT KENNETH LFILE N0.:21 09-076 7 ACN: 101 DATEz Ob-28-010 ~_~ TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED ... .~~~~ APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) 93,270.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account, .0 0 submit the upper portion 3. Closely Held Stock/Partnership interest (Schedule C) L3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) •0 Q tax payment. 5. Cash/Bank DepositslMisc. Personal Property (Schedule E) c5) 282,496.50 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule 6) (7) .0 0 8. Total Assets c8) 375 , 766.50 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 4.7,0 7„ 10. Debts/Mortgage Liabilities/Liens CScheduie I) C10) 3,b 8 5.23 11 . Total Deductions C11) 8, 392.40 12. Net Value of Tax Return C12) 367,374.10 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .OO 14. Net Value of Estate Subject to Tax c14) 3b7, 374.1j0 NOTE: If an assess~en# was issued previously, reflect figures that include the total ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rats 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 data. 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: cis) .00 x C16)~ 6Z.37G_„1~ X cln _ae x cls) .00 x 00 .0~0 045 = 1 b , 531.8j3 12 = - . Op 15 .010 (19)= 1b,53i .813 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 04-05-2010 CD012572 .00 16,531.83 TOTAL TAX PAYMENT 16,531.83 BALANCE Of TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE •OQ * 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. _