HomeMy WebLinkAbout07-09-10NOTIC'E~ OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES - f~~~~~~~'ft: ~,J6~ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
~~ED~kkCiTkoNS AND ASSESSMENT OF TAX REV-1547 Ex AFP c12-o9~
INHERITANCE TAX DIVISION
PO BOX 280601 ~1.-~~„i~.r ; :..(; -;1 '' `r .... .
HARRISBURG PA 17128-0601
~~~~ J~~ _g P~ ~~; 47 DATE 07-05-2010
ESTATE OF ELIAS MARIE G
DATE OF DEATH 07-17-2009
~~~~iK ~`- FILE NUMBER 21 09-0750
~R~i~~~ ~ `tia~~T COUNTY CUMBERLAND
DONN L SNYDER C~,~~~ ~~"~~ ~~`~~'~'~% ~~ ~ ~~~ ACN 101
PO BOX 12002 APPEAL DATE: 09-03-2010
H A R R I S B U R G P A 1710 8- 2 0 0 2 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL --~ --RETAIN-LOWER-PORTION_ FOR YOUR RECORDS ~--- _ _______________
ONG THIS LINE
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ELIAS MARIE GFILE N0 .:21 09-0750 ACN: 101 DATE: 0'7-05-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •Q ~ NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) 2,432, 100 .33 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .
C) (3) of this farm with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 67, 308.87
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 130 , 846.85
8. Total Assets (s) 2, 630 , 25b . 05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sche dule H) (9) 151.8 9 7.4 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 15, 020.36
11. Total Deductions (11) 166, 917.78
(12) 2, 463, 338.27
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 91 13 Trusts (Schedule J) (13) 2,3 5 2,14 8.2 7
14. Net Value of Estate Subject to Tax (14) 111, 190.00
NOTE: If an assessment was issued previously, lines 14, 15 andlor 16, 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(ls) .00 X 00 = .00
(16) .00 x 045 = .00
(17) .0o x 12 = .00
Ci8) 111,190.00 X 15 = 16:678.50
(19)= 16,678.50
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-08-2009 CD011841 789.47 15,000.00
04-15-2010 CD012619 .00 928.50
TOTAL TAX PAYMENT 16,717.97
BALANCE OF TAX DUE 39.47CR
INTEREST AND PEN. .00
TOTAL DUE 39.47CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.~t~