HomeMy WebLinkAbout10-01-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RICHARD C SNELBAKER
44 W MAIN ST
PO BOX 318
NOT~C.~ QF,,.INHERITANCE TAX
A~P~tA,Y~EF1E~l~T; ~t,Li~bWANCE OR DISALLOWANCE
f~F` D~DUCT.I;Q.'NS~:AND ASSESSMENT OF TAX
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MECHANICSBURG PA 17055
Pennsylvania ~ v
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 09-27-2010
ESTATE OF READY BEATRICE
DATE OF DEATH 05-09-2010
FILE NUMBER 21 10-0765
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-26-2010
(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 E--
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: READY BEATRICE FILE N0.:21 10-0765 ACN: 101
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OR
DATE: 09-27-2010
TAX RETURN WAS: tX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •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) C5) .0 0
6. Jointly Owned Property (Schedule F) (6) 33, 901.74
7. Transfers (Schedule G) C7} 98,470.89
8. Total Assets c8) 132, 372.63
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H} C9) 9 9 0.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,8 81.41
11. Total Deductions C11) 3,871.41
12. Net Value of Tax Return C12) 128,501.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 128,501.22
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} 1 28 , r,01 X 045 = 5, 782.55
17. Amount of Line 14 at Sibling rate (17) _0 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, 782 , 55
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-29-2010 CD013111 289.13 5,493.42
TOTAL TAX PAYMENT 5,782.55
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.
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