HomeMy WebLinkAbout07-09-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RICHARD E CONNELL
2303 MARKET ST
CAMP HILL
NOTICE OF INHERITANCE TAX
AP ,_ ~Ar~S,,. hFT,~~~ ~b _WANCE OR DISALLOWANCE
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Of ~~;I~'~Al~~'~`~;Q'l;C$,~AND ASSESSMENT OF TAX
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CUT ALONG THIS LINE _ --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RICHARD CONNIE JFILE N0.:21 09-0635 ACN: 101 DATE: 07-05-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pennsylvan~a ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this farm with your
tax payment.
C8) 386,931.24
fig) 20 , 922.10
clo) 2,648.00
X11) 23,570.10
11. Total Deductions (12) 363,361.14
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
4 te Subject to Tax
f E
t
l
N
t V (14) 363,361.14
1
. ue o
s
a
a
e
NOTE: If an assessment was issued previously, lines 14, 15 and/or lb, 17, 18 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 (15) 341 , 710.17 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) 1 . b 0 . 97 X 12 = 2, 598.12
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .D 0
19. Principal Tax Due (19)° 2,598.12
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-16-2010 CD012475 .00 2,598.12
~1) 275, 000.00
c2) .00
~~) .00
c4) .00
c5) .00
c6) 21 , 650.97
c7) 90 , 280.27
~~f~ ~~~ ~~ p~ ~~~ ~{~. DATE 07-05-2010
ESTATE OF RICHARD CONNIE J
DATE OF DEATH 06-1b-2009
Cp(~'
CI.ER-`-~Jr FILE NUMBER 21 09-0635
GRP~~4'S ~~~~~~ COUNTY CUMBERLAND
101
APPEAL DATE: 09-03-2010
P A 17 011 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 2,598.12
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" tCR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. '~\