HomeMy WebLinkAbout09-24-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~,' ~ ~ ~~~--~P~~~~I-S,~E,M~N-T, ALLOWANCE OR DISALLOWANCE
INHERITANCE rAX nlvlsloN ~, ;,,~ : '-`,O,F b~DU£'TIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 ~~
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CLERK ~F
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PETER J KRAMEI~;~~~~~ j r,(1 ~p
1970 TECHNOLOGY PARKWAY
MECHANICSBURG PA 17050
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Pennsylvania `~ T
DEPARTMENT OF REVENUE
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REY-1547 IX AFP (12-09)
DATE 09-20-2010
ESTATE OF SNELL BETTIE L
DATE OF DEATH 09-24-2009
FILE NUMBER 21 09-1200
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-19-2010
(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 ~
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APP
RAISEME --------------
NT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: SNELL BETTIE LFILE N0.:21 09-1200 ACN: 101 DATE: 09-20-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
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) 12,717.9 2
6. Jointly Owned Property (Schedule F) (6) 75, 000.00
7. Transfers (Schedule G) C7) 76,285.39
8. Total Assets c8) 164, 003.31
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2 7,814.6 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10, 121 .46
11. Total Deductions C11) 37,936.15
12. Net Value of Tax Return (12) 126, 067.16
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax t14) 126, 067.16
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 return s assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 26 , 067.1 6 x 045 = 5, 673.02
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 C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 5, 673.02
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-24-2010 CD012981 .00 73.02
06-24-2010 CD012982 .00 5,600.00
TOTAL TAX PAYMENT 5,673.02
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.
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