HomeMy WebLinkAbout08-06-10r ~
NOTICE
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OF INHERITANCE TAX Pennsylvania
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APPR'ATSEM~NY~~
ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~~ ~ '"
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NS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 -
HARRISBURG PA 17128-0601
~`~(~~ ~~dv _~ ~~,~ ~2, ~b DATE 08-09-2010
ESTATE OF CUNNINGHAM PHYI_LIS W
DATE OF DEATH 04-29-2009
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~~ FILE NUMBER 21 09-0478
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~~ COUNTY CUMBERLAND
DONNA S MYERS
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~~~~~``~' ``-~`~~1 :~''1 ~~ ACN 101
1873 W LISBURN RD APPEAL DATE: 10-08-2010
C A R L I S L E P A 17 015 (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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CUNNINGHAM PHYLLIS WFILE N0.:21 09-0478 ACN: 101 --- --------------
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OR
DATE: 08-09-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 60,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 37,880.12 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment:.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,5 8 2.6 5
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 1 O1 , 462.77
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8,918.34
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,7 7 8.0 0
11. Total Deductions C11) 11,696.34
12. Net Value of Tax Return C12) 89,766.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 1,0 5 0.0 0
14. Net Value of Estate Subject to Tax C14) 88,71b.43
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and :l9 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) S$ .716.. 43 x 045 = 3, 992.24
17. Amount of Line 14 at Sibling rate C17) .n D X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
19. Principal Tax Due C19)= 3, 992.24
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-28-2010 CD012816 .00 3,992.24
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-29-2010
TOTAL TAX PAYMENT 3,992.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. 52.26
TOTAL DUE 52.26
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATIDN DF ADDITIONAL INTEREST, A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~,/~
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REV-1470 EX (Ot-t)) ~
•
i ennsylvan~a INHERITANCE TAX
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DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
Po BoX 2soso~
1 - 6 1
DECEDENT'S NAME FILE NUMBER
Phyllis W. Cunningham 2109-0478
REVIEWED BY ACN
Sheila Megonnell 141
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
A 2 The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of the
suspended item is determined. (Time Shares are fully taxable items for Inheritance Tax
purposes).
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