HomeMy WebLinkAbout09-17-10~~r~~~ _~ ~r ~n `~ r NOTICE OF INHERITANCE TAX
'~~-~R7MtSEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL' T,a~'(t;~, _, ~"' ~' DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION M~~`1 ~ t~~ ~ ,, , ~. `r
PO BOX 280601 "
HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
~~{USEr {~ A~1{~' ~ DATE 09-14-2010
ESTATE OF NEGLEY LORETTA J
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CI DATE OF DEATH 10-29-2009
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GEORGE E ACN 101
147 EAST WASHINGTON STR APPEAL DATE: 11-1 3-2010
CHAMBERSBURG PA 17201 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL
------ ONG THIS LINE -) RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-15 47 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NEGLEY LORETTA JFILE N0 .:21 09-1060 ACN: 101 DATE: 09-14-2010
TAX RETURN WAS: CX) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 89,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
747,72
(2)
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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 177,58 6.53
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 267 , 334 .25
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 22.524.90
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 24 3.31
11. Total Deductions (11) 22,768.21
12. Net Value of Tax Return (12) 244,566.04
13. Charitable/Governmental Bequests; Non-elected 91 13 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 244,566.04
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 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 244 .566 - 04 X 045 = 11 , 005.47
17. Amount of Line 14 at Sibling rate C17) -00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 11,005.47
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-28-2010 CD012290 550.27 10,900.00
TOTAL TAX PAYMENT 11,450.27
BALANCE OF TAX DUE 444.80CR
INTEREST AND PEN. .00
TOTAL DUE 444.80CR
~ 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.
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