HomeMy WebLinkAbout07-06-10N ~,I~~ ~ INHERITANCE TAX
uR u of iNDIYIDUAL TAXES ~~~~~'~-° LOWANCE OR DISALLOWANCE
B EA
INHERITANCE TAX DriISION ~~~~ ~~~'~01.~ AND ASSESSMENT OF TAX
PO 80X 288f01 ' ' ''
HARRIS8UR6 aA 17128-8601
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DAVID R GENTZ ESQUI~~''~~'~-~~ ~'~y'~,~"~ "~' ~~~
508 NORTH SECOND ST
PO BOX 845
HARRISBURG PA 17108-0844
p~ennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 06-21-2010
ESTATE OF SIMPSON MARYELLEN
DATE OF DEATH 10-21-2009
FILE NUMSER 21 09-1062
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-20-2010
(See reverse side under Ob,~ections)
A~ount Re~3tted
MAKE CHiECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONC THIS LINE ~- RETA_IN LOWER PORTION FOR YOUR RECORDS 4- _
-----------------•------••------ --- --------••- -------*----- --••---- ---------------
REV-1547 EX AFP C12-09) NaTICE OF INHERITANCE TAX APPRAISEI~'ENT, ALLaWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: 3IMPSON MARYELLEN FILE N0.:21 09-1062 ACNs 101 DATE: 06-2I-2p10
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 6 7 3.74 credit to your account,
3. Closely Held Stock/Partnership interest (Schedule C)
4. Nortpaees/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers CSchadula G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
submit the upper portion
of this form with your
tax paymont.
C8) 9, 084.79
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 8_8~
10. Debts/Nortpage Liabilities/Liens (Schedule I) C10) 2,3 9 1.1 7
11. Total Deductions C11) ~ 10, 775.49
12. Net Value of Tax Return (12) 1,690.7Q
13. Charitable/Governmental Bequests] Non-elected 9113 Trusts (Schedule J) C13) .Ob
14. Net Value of Estate Subject to tax C14) 1 , b90.70 -
NOTE: If an asssss~ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fiUures that include the total of ALL
__ returns asssss.d to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 ~ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _,_,- _ OD x 045 = . 00
17. Amount of Lin• 14 at Sibling rate C17) .D 0 X 1 2 ' .0 a
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 1 5 = .0 0
19. Principal Tax Due C19)' .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
ANOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
C3) .00
C4) .00
C5) 8,411.05
C6) .00
C7) .00
TOTAL TAX PAYMENT ,00
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'.