HomeMy WebLinkAbout07-30-10_ _ NOTICE OF INHERITANCE TAX Pennsylvania ~4 F
BUREAU OF INDIVIDUALI TAXES ~ ~~UP~i~,ATSEMENT, ALLOWANCE 0R DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ ~ DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09) r
PO BOX 280601 ~ ~ - -
HARRISBURG PA 17128-0601
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R MAR K T I~{~-MA'S ESQ ` ,~ ~~~~,~~
101 S MARKET ST
MECHANICSBURG PA 17055
DATE 07-26-2010
ESTATE OF SNYDER MARY L
DATE OF DEATH 09-25-2009
FILE NUMBER 21 09-0924
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-24-2010
(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 f--
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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: SNYDER MARY LFILE N0.:21 09-0924 ACN: 101 DATE: 07-26-2010
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 Dwned 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)
(1) 153, 000.00
c2) .00
(3) .00
(4) .00
(5) 457 , 433.77
(6) .00
(7) 1 , 242.03
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8) 611 , 675.80
(9) 44. 14.13
(lo) 330.56
11. Total Deductions C11) 44,844.69
12. Net Value of Tax Return C12) 566,831.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 566,831.11
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 date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) X66.8 1 _ 1 X 045 = 25,507.39
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 25,507.39
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
12-17-2009 CD012120 1,157.89 22,000.00
05-06-2010 CD012711 .00 2,407.39
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 25,565.28
BALANCE OF TAX DUE 57.89CR
INTEREST AND PEN. .00
TOTAL DUE 57.89CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.