HomeMy WebLinkAbout10-22-10 (2)--,~- NOTICE OF INHERITANCE TAX
BUREAU of INDIVIDU~I.L TAXES `APF~FtAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
-~~, ~ ~' -
~ ,, ~:
CHARLES ErSklIE:LDS I'II
6 CLOUSER RD
MECHANICSBURG PA 17055-9735
tl) 108, 000.00
t2) 3, 340 .52
c3) .00
t4) .00
t5) 157,587.70
t6) .00
t7) 91,540.90
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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BENNETT ALLENA MFILE N0.:21 09-0501 ACN: 101 DATE: 10-19-2010
TAX RETURN WAS: tX) ACCEPTED AS FILED t ) 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 tSchedule C)
4. Mortgages/Notes Receivable tSchedule D)
5. Cash/Bank Deposits/Misc. Personal Property tSchedule E)
6. Jointly Owned Property tSchedule F)
7. Transfers tSchedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H)
10. Debts/Mortgage Liabilities/Liens tSchedule I)
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP t12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
t8) 360 , 469.12
t9) 42 , O 1 5.35
tlo) 24,890.31
11. Total Deductions tll) 66,905.6b
12. Net Value of Tax Return t12) 293,563.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts tSchedule J) t13) .0 0
14. Net Value of Estate Subject to Tax t14) 293,563.46
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 t15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate t16) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate t17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 293,563.4b X 15 = 44,034.52
19. Principal Tax Due t19)= 44, 034.52
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID t-) AMOUNT PAID
07-31-2009 CD011561 1,500.00 28,500.00
08-13-2010 CD013211 284.Ob- 14,320.12
DATE 10-19-2010
ESTATE OF BENNETT ALLENA M
DATE OF DEATH 05-10-2009
FILE NUMBER 21 09-0501
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-18-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 44,036.06
BALANCE OF TAX DUE 1.54CR
INTEREST AND PEN. .00
TOTAL DUE 1.54CR
* 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.