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HomeMy WebLinkAbout09-10-10r' ~~''~`i y r ~HERITANCE TAX pennsy van~a ~ A~P. ~~MlWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~~~ ~`" a t~ INHERITANCE TAX DIVISION ~ ti ~I~#.,;p-ND ASSESSMENT OF TAX REV-1547 EX AFP (12-09) PO BOX 280601 HARRISBURG PA 17128-0601 nn ~+ t. ~~~U `~~~' O ~~'~" ""~~ DATE 09-06-2010 ESTATE OF SNELL DORIS J pC-LER!'((~ DATE OF DEATH 05-20-2009 ~~~~-~-ryV~~ '~(~~ J~~ F I L E NUMBER 21 0 9- 0 5 3 0 ~B~I~..AN~ ~~„ p~?,, COUNTY CUMBERLAND DAVID L DELBAUGH ACN 101 34 GALE ROAD APPEAL DATE: 11-05-2010 CAMP H I L L P A 17 011 (See reverse side under Objections ) A~ount Reaitted 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 ~ - -------------- ------------------------------------------------------------------------- --- REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: SNELL DORIS JFILE N0.:21 09-0530 ACN: 101 DATE: 09-06-2010 TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .Q 0 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 17,5 0 0.0 0 submit the upper portion 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) C5) "0 0 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) .0 0 8. Total Assets (8) 17,500.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8.8 91.b 2 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0 11. Total Deductions C11) 8,891.62 12. Net Value of Tax Return (12) 8, 608.38 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 8,608.38 NOTE: If an assessvent 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 (15) 8, 608.38 X 00 = . 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) _0 0 x 0 4 5 = .0 0 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 rate (18) "0 0 X 15 = .0 0 19. Principal Tax Due (19)= .0 0 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX PAYMENT "00 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. ~~~~ i ~ REV•1470 EX (8-88) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG. PA 17128-0601 DECEDENTS NAME INHERITANCE TAX EXPLANATION OF CHANGES FILE NUMBER Doris J Snell 2109-0530 REVIEWED BY ACN John Kealy 101 ITEM SCHEDULE NO, EXPLANATION OF CHANGES E The values of the accounts subject to tax has been adjusted to zero because the accounts were held by husband and wife as entireties property. Row Page 1