HomeMy WebLinkAbout08-27-10BUREAU OF INDIVIDUAL- TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
-~ NOTICE OF INHERITANCE TAX
AP'PRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
JACQUELINE A KELLY
845 SIR THOMAS CT 12
HBG PA 17109
~1) 174, 136.53
C2) 7 , 934.84
c3) .00
c4) .00
~5) 19,332.95
c6) 2, 015.84
c7) 241 , 200.26
CUT ALONG THIS LINE----- --> R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~' _ _____________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MICELI JULIET FILE N0.:21 10-0295 ACN: 101 DATE: 08-23-2010
TAX RETURN WAS: CX) 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 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-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 444 , 620 .42
~9) 23 .466 . S8
clo) 8,385.00
11 . Total Deductions ~ 11) 31 , 851.58
12. Net Value of Tax Return C12) 412, 768.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 412,768.84
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:
DATE 08-23-2010
ESTATE OF MICELI JULIET
DATE OF DEATH 03-14-2010
FILE NUMBER 21 10-0295
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
c15) . 00 X 00 = , p0
c16) 412,768.84 x 045 = 18,574.60
c17) _ 00 x 12 = . 00
c18) .00 x 15 - .00
t19)= 18,574.b0
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-10-2010 CD012901 928.63 17,644.00
06-14-2010 CD012918 .10 1.87
TOTAL TAX PAYMENT 18,574.60
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.