HomeMy WebLinkAbout09-17-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXE~' ;~~~~~ ~~1'~ ,ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ .r. D~,~,~~~. CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ '-I~ ~ : r r ~ ~ ', ; y'_ ; ;
HARRISBURG PA 17128-0601
201~SEP {7 AM{{~ 53
CLERK (F
ORpPHA~~'S (~,QI~RT
JOHN J COMEY ~,lB~~_r''`;R';~v' C~~ , PA
801 MANDY LANE
CAMP HILL PA 17011
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 09-14-2010
ESTATE OF COMEY JR JOHN J
DATE OF DEATH 01-07-2010
FILE NUMBER 21 10-0083
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-13-2010
(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 F~ - --------------
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REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COMEY JR JOHN JFILE N0.:21 10-0083 ACN: 101 DATE: 09-14-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) 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)
(1) •00 NOTE: To ensure proper
c2) ,pp credit to your account,
00 submit the upper portion
(3) . of this form with your
(4) • 00 tax payment.
c5) 1,500.00
c6) 50,930.95
~7) .00
c8) 52 , 430 .95
~q) 2.544.50
clo) 51 , 182.30
11. Total Deductions (11)
53,726.80
12. Net Value of Tax Return C12) 1,295.85-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 1,295.85-
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) .00 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) _DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .0 0
19. Principal Tax Due C19)- .0 0
TAX CREDITS:
AMOUNT PAID
P DATE T ~ NUMBER INTEREST/PEN 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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.