HomeMy WebLinkAbout07-16-10NOTICE OF INHERITANCE TAX Pennsylvania ~ ~ ,
-E OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT F~AL~.1~:
INHERITANCE TAX DIVISION OF DED'U'CT'Itl'NS~ AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ~ ', ; i~ ~' ~ '
HARRISBURG PA 17128-0601 l ;_.i i 'ti'p ° '~ -• ~~
¢~ ~~ TE 07-05-2010
~~~~ ~~~,., ~ ~ ~~ ~~-~ ATE OF SNOKE BETTY J
DATE OF DEATH 02-04-2009
t~ ~';= FILE NUMBER 21 09-0564
~~?~t~~`V'~3 !~{~;ttl~T COUNTY CUMBERLAND
RONALD SNOKE ~ `''~ (~~CN 101
: g aY'rr-;~
34 SNOKE LANE ~`-~'•`~ `~ ~~~ APPEAL DATE: 09-03-2010
N E W B U R G P A 17 2 4 0 ( See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG-THIS-LINE----- -~ --RETAIN-LOWER-PORTION-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: SNOKE BETTY JFILE N0.:21 09-0564 ACN: 101 DATE: 07-05-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
____ __
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)
C1) .00
C2) .00
C3) .00
C4) .00
c5) .00
C6) .00
C7? 124,598.88
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 124 , 598.88
C9) 8 , 207.00
Clo) .00
11. Total Deductions C11) 8,207.00
12. Net Value of Tax Return C12) 116, 391 .88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 116,391.88
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 1 b , 391.88 X 045 = 5, 237.63
17. -Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 5,237.63
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
INTEREST IS CHARGED THROUGH 07-20-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 5,237.63
INTEREST AND PEN. 156.70
TOTAL DUE 5,394.33
* 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.'``
c~b~' _
REV-1470 EX (01-10) ~~ ~ ~
•
~ pennsy van~a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
:.:.:........
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Snoke, Betty J. 2109-0564
REVIEWED BY ACN
Daniel Heck 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
G 1 Annuities are fully taxable when the age of the decedent is 59 1/2 years or alder at date of
death.
H ~ ~ Total on this schedule was not forwarded correctly to the recapitulation page.
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