HomeMy WebLinkAbout07-06-10~~b I~c~ OF INHERITANCE TAX ~~n~y ~~~t~
~~~ ^~~-`-~,~Ei~~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~.
INHERITANCE TAX DIVISION :~ r ~ ~ ~Q~ ~E1,"ONS AND ASSESSMENT OF TAX REV-1x47 IX AFP C12-o9~
PO 80X 280601 "t~i-~~y' ~ ~''' ' ``~
HARRISBURG PA 17128-0601
~~~~ ~~` -~j p~ 2' ! ~ DATE 06-28-2010
ESTATE OF KENNEDY JEANNETTE W
~} C~~ ~ DATE Of DEATH 06-22-2009
C~~~VU-,~ ~+'Q~~ FILE NUM1lER 21 09-0880
~ COUNTY CUMBERLAND
DOUGLAS C YORE ES~,I~~~~-~~ ` ~~~' P~ ACN 1 O 1
STE 140 APPEAL DATE: 08-27-2010
17 0 0 BENT CREEK BLVD (See reverse side under Ol-ject~ins)
MECHANCISBURG PA 17050 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO!
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONC THIS LINE `- RETAIN LOWER PORTION FOR YOU!-RECORDS- 4~ -- -----
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISE~!IENT, ALLOWANCE OR
DISALLOWANCE Of DEDUCTIONS AND ASSE~'SMENT OF TAX
ESTATE OFs KENNEDY JEANNETTE WFILE NO.s21 09-Oi80 ACN: 101 DATE: 06-28-2jQ10
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
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APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1)
.0 0
NOTE: To ensure proper
2. Stocks end Bonds (Schedule B) C2) .0 0 credit to your account,
0.0 submit the upper portion
3. Closely Hold Stock/Partnership Interest (Schedule C) C3) X of this form with your
4. Mortgages/Notes Receivable CSchadule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,1 0 0.0 0
6. Jointly Owned Property (Schedule F) ((,) 335, 617.54
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 336 , 717.54
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchadule H) C9) ; 5..57 8.9 9
10. Debts/Mortgage Liabilities/Liens CSchadule I) C10) 1 2 3.4 4
11. Total Deductions C11) 5, 702.4,3
12. Nat Value of Tax Return C 12) 331, O L5.1'1
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) ...010.
14. Net Value of Estate Subject to Tax C14) 331,015.1;1
NOTE: If an assess~ent was issued previously, lines 14, 15 and/or 16, 17 , la 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) .00 X 00 .OjO
16. Amount of Line 14 taxable at Lineal/Class A rate C16) -OD x 04 5 ~ .0~0
17. Amount of Line 14 at Sibling rate C17) - ~~ X 12 = . OIO
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 331,015.11 X 15 = 49,6_~~7
19. Principal Tax Due C14 )= 49,6_7
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-21-2009 CDO11 b9 2,482.61 47,500.00
TOTAL TAX PAYMENT 49,982.61
BALANCE OF TAX DUE 330.3~CR
INTEREST AND PEN. .OQ
TOTAL DUE 330.34CR
* 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.