HomeMy WebLinkAbout08-06-10NOTICE OF INHERITANCE TAX pennsylvan~a \~~
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BUREAU OF INDIVI~DU.AL TAXES ' ~~-~E~PRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE .
INHERITANCE TAX DIVISxON OF DEDUCTIONS AND ASSESSMENT OF TAX REV'-1547 EX AFP (12-09)
PD BOX 280601 •"
HARRISBURG PA 17128-0601
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44 W MAIN ST
PO BOX 318
MECHANICSBURG PA 17055
DATE 08-02-2010
ESTATE OF CONBOY ISABELLE R
DATE OF DEATH 11-02-2009
FILE NUMBER 21 09-1053
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-01-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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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: CONBOY ISABELLE RFILE N0.:21 09-1053 ACN: 101 DATE: 08-02-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 1,0 0 0.0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 74, 711 .58
6. Jointly Owned Property (Schedule F) (6) 7,201.12
7. Transfers (Schedule G) C7) 9, 093.84
8 l Assets
T
t (8) 92, 006.54
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APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 .7 2 4.12
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5 2 7.14
11. Total Deductions C11) _ 12,251.26
12. Net Value of Tax Return (12) _ 79,755.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
14. Net Value of Estate Subject to Tax C14) _ 79, 755.28
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
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:
(15) .00 X 00 = .00
C16) 79.755.28 x 045 = 3,588.99
(17) .On x 12 = .00
c18) .00 X 15 = .00
(19)= 3,588.99
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-29-2010 CD012298 157.89 3,000.00
05-14-2010 CD012746 .00 438.99
TOTAL TAX PAYMENT 3,596.88
BALANCE OF TAX DUE 7.89CR
INTEREST AND PEN. .00
TOTAL DUE 7.89CR
* IF PAID AFTER DATE INDICATED, 5EE 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.
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