HomeMy WebLinkAbout07-06-10T ~ ~- ~ N Hf R I TAN( E TAX ~~'1~'iSJ/~V~1113
Ap~~~~~ >LI ~WA~ICE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION C..~~IO~li9 ~-ND ASSESSMENT OF TAX REY-1547 EX AFP C12-09)
PO dOX 280601 ~ ` t' `' g `'~~ ~ ` ~ `y'
HARRISBURG PA 17128-0601
Z~~~ ~~L - fj ~~ ~: ~ J DATE 06-28-2010
ESTATE OF PAULL IVY A
~L~R~ ~~ DATE OF DEATH O1-1D-2010
,~,~-~ ~~~RT FILE NUMBER 21 10 - 0240
LISA MARIE COYNE ESQ ~~~~'~~~-'~''~"`~ ~~•~ P~~ CcNNTY lO1BERLAND
A
3901 MARKET ST APPEAL DATE: 08-27-2010
CAMP H I L L PA 17 011- 4227 (See reverse side under Ohjectious)
Auount RaAitt®d~- ~~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGiStER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONf: THIS LINE -----~ --RETAIN-LOWER-PORTION-FOR-YOW~t-RECORDS ~
REV-1547 EX AFP t12-09~ NOTICE OF INHERITANCE TAX APPRAiISE~tENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSE SMENT OF TAX
ESTATE OFs PAULL IVY AFILE N0.:21 10-0240 ACN: 101 DATE: 06-28-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
~' APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •~ Q NOTE: To ensure proper
2. Stocks and Bonds (Schedule B} C2) .0 0 credit to your account.
.4 0 submit the upper portion
3. Closely Weld Stock/Partnership Interost (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable tSchedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) c5) 233, 136.29
6. Jointly Owned Property (Schedule F) C6) 38, 041 .28
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 271 ,17.7.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 0.9,Q,~
10. Debts/Mortgage Liabilities/liens (Schedule I) C10) 1,7 39..00
11. Total Deductions C11) 22, 646.5p
12. Net Value of Tax Return C12) 248,531.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedwle J) C13) ~~~ •Q~1
14. Net Value of Estate Subject to Tax C14) ~ ~4$ ~ 531 . O7
NOTE: If an assess~ent was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Lina 14 at Sibling rate
lines 14, 1!5 andlor 16, 17, is and 19 sill
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAY f_@FniTS
C15) • 00 X
c1r~ _ne x
n8) .00 x
00 .Op
045 = 11,184.Op
12 = .Od
15 = ,~,,,~,_ 0 0
C19)= 11,184.Om
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-05-2010 CD012571 559.20 10,625.00
TOTAL TAX PAYMENT 11,184.20
HAl:ANCE OF TAX 1?UE .20CR
INTEREST AND PEN. .00
TOTAL DUE .20CR
* 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. _~~~