HomeMy WebLinkAbout10-01-10L .,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
SUSAN H CONFAIR
REAGER 8~ ADLER PC
2331 MARKET ST
CAMP HILL
NOTICE OF INHERITANCE TAX
APPR/~~,SE,M,~N~;~=:~~LOWANCE OR DISALLOWANCE
•~'~ ~ d~"D~~D~1~T~gN~ ~i AND ASSESSMENT OF TAX
~..~ ~
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: ASHMORE MARY JFILE N0.:21 09-1071 ACN: 101 DATE: 09-27-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~ ~ y
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
~$) 950 , 437.69
c9) 50 , 557.29
clo) 33, 102.87
C11) 83, 660.16
11. Total Deductions 777.53
866
12. Net Value of Tax Return (12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 8 6 4,7 7 7.5 3
T
x
t t
S
b (14) 2, 000.00
14. o
a
jec
u
Net Value of Estate
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 04 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 C18) 2, 000.00 X 15 = 300.00
19. Principal Tax Due C19)° 300.00
TAY f DCTITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-20-2010 CD012259 15.00 285.00
~1) 170,000.00
c2) 661 , 717.23
c3) .00
c4) .00
C5) 118 , 720 .46
c6) .00
c7) .00
Q~ t "' ~ t ~ `~~ 4~
~~~~
ESTATE OF ASHMORE010 MARY J
DATE OF DEATH 10-22-2009
(
~
E~1'~C
~,~ FILE NUMBER 21 09- 1071
,
~
.
~~P~~h''C (~~1I.~~,j
,E ~ ~ ~
ar, ~~ h~,,;~-., r-~~. ~~,
CUf4~''`-'~`~"~~~~ '`' ~.t...~., COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-26-2010
(See reverse side under Objections
PA 17011 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 300.00
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.,~~
REV-1470 EKih01-10) i
i enns lvania INHERITANCE TAX
p Y
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
I 17 8-06 1
DECEDENT'S NAME FILE NUMBER
Mary J. Ashmore 2109-1071
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
1 7 & 18 Repairs to real estate cannot be used as deductions against the decedent's estate unless
the real estate has been sold.
Row Page 1