HomeMy WebLinkAbout07-06-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BQ,t 280401
HARRISBURG PA 17128-0601
-,~ ~~~,r~~ r~~~ OF INHERITANCE TAX
~`-R~'~,~~t~I;~SEF~,4 . ~ ' ALLOWANCE OR DISALLOWANCE
~~~I,~a,~ DEd~~i~T~ONS AND ASSESSMENT OF TAX
~~10 JUI. -6 P~! 2~ ~'~
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MICHAEL A SCHERER SQ
19 W SOUTH ST
CARLISLE PA 17013
t1~/~V~t1~~
DEPARTMENT OF REVENUE
REY-1547 EX AFP C12-99)
DATE 06.21-2010
ESTATE OF POWELL DENNIS A
DATE OF DEATH 06-07-2009
FILE NUMBER 21 09-0566
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-20-2010
(See reverse side under Objections)
Amount Renttted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONC THIS LINE ~'- RETAIN LOWER PORTION FOR
- - - - - - .. - r - -- - - - - - - - - - - - - YOUR RECORDS ~
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REV-3547 EX AFP t12-09) NOTICE OF INHERITANCE TAX APPR AISEIIfENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: POWELL DENNIS AFILE N0.:21 09-0566 ACN: 101 DATE: 06-21-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) C1) .0 0 NOTE: To ensure proper
(2) 87, 005.5.5 credit to your account,
2. Stocks and Bonds CSchedule B) submit the upper portion
3. Closely Hpld Stock/Partnership Interest CSchedule C) C3) •08 of this form with your
4. Mortgages/Notes Receivable CSchedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 1 5 1.33
d. Jointly Owned Property CSchedule F) Cd) .0 0
7. Transfers CSchedule G) (7) 59, 951 .92
s. Total Assets C8) 147 ,108.80
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) Cg)_. __7..28 3.4 ~
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) .0 0
C11)
7,283.45
11. Total Deductions 139,'825.35
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13) ,~~
14. Net Value of Estate Subject to Tax C14) 139,825.25
NOTE: If an asseass#ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect finures that include the total of AFL returns assessed to date.
ASSESS MENT OF TAX:
=9
825
25 x 00
= .00
iS. Amount of Line 14 at Spousal rate C15) ._, .
,
16. Amount of Line 14 taxable at Lineal/Class A rate Cld) -Dfl- X 0 45 ~ .0 0
1T. Amount of Line 14 at Sibling rate C17) -Dn X 1 2 ~ .0 0
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
rev e•ie rntrc•.
PA M NT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT ,Op
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE. INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU NAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REdIERSE SIDE OF THIS FORM FOR INSTRUCTIONs~t~'_ `