HomeMy WebLinkAbout11-08-10 (3)NOTICE OF INHERITANCE TAX Pennsylvania
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BUREAU OF INDIVIDUAL TAXES ~_ ~M~I~T-~ ALLLOWANCE 0R DISALLOWANCE
INHERITANCE TAX DIVISION '~ ]~~ ~ ' ' ~ ~'' ~'~ DEPARTMENT OF REVENUE
I~3~Cti-TL~R~., ~ ~ ASSESSMENT OF TAX -
PO BOX 280601 ~f~a ' ; ~rf ~ ~ ~ ;~, ~ REV-1547 EX AFP C12-09)
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HARRISBURG PA 17128-0601 4'~ ~~ ~~il
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MARK A MATEYA ESQ '1 `~'"' ~ , ;''~''`'~~~~y!`~i )R'
55 W CHURCH AVE
CARLISLE PA 17013
DATE 11-01-2010
ESTATE OF WHITSON KENNETH R
DATE OF DEATH 09-22-2009
FILE NUMBER 21 09-0922
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-31-2010
(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----- ---~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E'- _ ___________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: WHITSON KENNETH RFILE N0.:21 09-0922 ACN: 101 DATE: 11-01-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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 (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)
C1) 133, 000.00
C2} 3,427.67
c3) .00
c4) .00
c5) 33, 394.39
c6) .00
~7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens tSchedule I)
c8) 169,822.06
~9) 14 , 21 0.74
clo) 12,533.36
11. Total Deductions X11) 26,744.10
12. Net Value of Tax Return C12) 143, 077.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 143, 077.96
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 143.077.96 x 045 = 6,438.51
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 ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 6,438.51
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-22-2009 CD012137 242.11 4,600.00
08-31-2010 CD013283 .O1- 1,596.41
lSALANCt uF UNPAID INTEREST/PENALTY AS OF 09-01-2010
TOTAL TAX PAYMENT 6,438.51
BALANCE OF TAX DUE .00
INTEREST AND PEN. 12.28
TOTAL DUE 12.28
* 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.