HomeMy WebLinkAbout08-13-10NOTICE OF INHERITANCE TAX pennsylvan~a ~
k~PPR'~~I•hI~N~,.;,~~rA'L,tOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES - ~ ~"
INHERITANCE TAX DIVISION -. _OF DEDUC'fi~,ON ~' AND ASSESSMENT OF TAX REV ••1547 EX AFP (12-09)
PO BOX 280601 ~_
HARRISBURG PA 17128-0601 ~ •~
,~,~;~ 4tf ~ ~ ~'F~' F. ;~~ DATE 08-09-2010
`° `~ ' `' "` °' ~ " ri' i ~ ` ESTATE OF F I NKENBI NDER MARY B
DATE OF DEATH 01-29-2009
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'.~ ~~ : ~ .~~ FILE NUMBER 21 09-0117
'~"'~ `_ _' . ~ ~\ ~ `'`T COUNTY CUMBERLAND
STEPHEN D TILEY ~~ ~_'' ` • ~,''~ ACN 101
5 S HANOVER ST APPEAL DATE: 10-08-2010
C A R L I S L E P A 17 013 (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 E--
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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: FINKENBINDER MARY BFILE N0.:21 09-0117 ACN: 101 DATE: 08-09-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 654, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) t2) •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) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 166,437.42
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 188,479.00
8. Total Assets cs) _ 1 , 008 , 916 .42
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~9) 34,15 2.5 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 87, 107.85
11. Total Deductions C11) _ 121,260.43
12. Net Value of Tax Return X12) _ 887, 655.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
14. Net Value of Estate Subject to Tax (14) 887 655.99
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 d ate.
ASSESS MENT 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 (16) 887 . bS~ . 99 X 045 " 39, 945.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 =' .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •0 0 X 15 _ .0 0
19. Principal Tax Due C19)_ 39,945.00
TAX CR EDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-27-2009 CD011167 1,297.37 24,650.00
05-24-2010 CD012791 342.54- 14,340.20
TOTAL TAX PAYMENT _ 39,945.03
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FDR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS.
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