HomeMy WebLinkAbout08-27-10_ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUALrTAXES APP-R~-I-SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 'OF; DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ -
HARRISBURG PA 17128-0601
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RICHARD C`•-SNE~$AKE~R '
44 WEST MAIN STREET
MECHANICSBURG PA 17055
~1) 340,000.00
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c3) .00
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c5) 361 , 997.20
c6) 1 , 091 .81
C7) 30 0 , 305.64
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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: REESE LOUISE KFILE N0.:21 09-0263 ACN: 101 DATE: 08-23-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: 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)
pennsylvan~a ~ ~ ~~
DEPARTMENT OF REVENUE ,'~
REV-x547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 1,003,394.65
c9) 44 , 507.14
clo) 2,209.58
11. Total Deductions (11) 46,716.72
12. Net Value of Tax Return X12) 956,677.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 956,677.93
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 956.677.93 x 045 = 43, 050 .51
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due c19)= 43, 050 .51
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-03-2009 CD011312 2,105.26 40,000.00
06-07-2010 CD012860 19.54- 1,050.51
08-16-2010 REFUND .00 85.72-
TOTAL TAX PAYMENT 43,050.51
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE 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.
DATE 08-23-2010
ESTATE OF REESE LOUISE K
DATE OF DEATH 03-07-2009
FILE NUMBER 21 09-0263
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-22-2010
(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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