HomeMy WebLinkAbout09-24-10NOTICE OF INHERITANCE TAX pennsy~~/an~a ~ -.~
;s1`~~A~!P~ArI°~ I~EN.~-, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~ ~,, f~t DEPARTMENT OF REVENUE
..........
INHERITANCE TAX DIVISION OF.''Q~b'~IONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ~ ~ ,., ,,, i ~ ~ _
HARRISBURG PA 17128-0601 ~ ~ "' -~--
[~~Q ~GP ~`- b~,~• r, DATE 09-20-2010
't ( ~ ~' ESTATE OF PRESTON JESSE E
DATE OF DEATH 11-02-2009
QR~~~-~R`~ ~~~` F I L E NUMBER 21 10 - 0 b 51
`~~ ~ S CC?JRT COUNTY CUMBERLAND
JOHN R COX CPA U~~.~~.. {?~;,,e:,.~ `;!"~ ~}~ ACN 101
317 3RD ST #B ~~ ~ APPEAL DATE: 11-19-2010
NEW C U M B E R L A N D P A 17 0 7 0- 2 2 6 7 (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- ~ --
REV-1547 EX AFP t12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PRESTON JESSE EFILE N0.:21 10-Ob51 ACN: 101 -----------------
OR
DATE: 09-20-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •~ ~ NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 25, 320.00 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) 4,0 7 6.0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 29 , 39b . 00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15.11 1.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions C11) 15, 111.00
12. Net Value of Tax Return C12) 14, 285.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 14,285.00
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) 12, 163.00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 2.122.00 x 045 = 95.00
17. Amount of Line 14 at Sibling rate C17) _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)= 95.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
Ob-2b-2010 CD012995 .00 95.00
TOTAL TAX PAYMENT 95.00
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 INSTRUCTION ~~~