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HomeMy WebLinkAbout11-08-10^~ _ NOTI,C~ QF INHERITANCE TAX pennsylvania ~ ~ BUREAU OF INDIVIDUAL TAXES ~~~A~T''~;A~S'~hiE'N~T~ I~IELLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION ~ i}f ~I~pCICTiIO~S AND ASSESSMENT OF TAX PO BOX 280601 `:"`~,~_~~,~,; ~ [,.;~; '..,, ~ r, .. •. ~ REV-1547 EX AFP C12-D9) HARRISBURG PA 17128-0601 ~~~U ~®~ -8 P~ ~' 3J DATE 11-01-2010 ESTATE OF FINKENBINDER PAUL R C~~~~ ~~ DATE OF DEATH 01-10-2010 a~~~~~+~ ~~~~~-~ FILE NUMBER 21 10 - 0136 WILLIAM A DUNCAN Cl1~w'~~?r~'~_-~,,~,tr~, (~~~, ~~, COUNTY CUMBERLAND ACN 101 1 IRVINE ROW APPEAL DATE: 12-31-2010 C A R L I S L E P A 17 013 (See reverse side under Objections ) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 CUT ALONG THIS LINE-------~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _ ___________ REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: FINKENBINDER PAUL RFILE N0.:21 10-0136 ACN: 101 DATE: 11-01-201D TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) 127, 171 .59 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) 106,790.40 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 D submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 159,856.0$ 6. Jointly Owned Property (Schedule F) C6) .0 0 7. Transfers (Schedule G) C7) .0 0 8. Total Assets cs) 393,818.07 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 13.010.1 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 5,416.60 11. Total Deductions C11) 18,426.75 12. Net Value of Tax Return C12] 375, 391.32 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 375, 391.32 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 C16) _ 37.39 X 045 = 16,892.61 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) .0 0 X 15 = ,Q Q 19. Principal Tax Due C 19)= 16 , 892.61 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 08-23-2010 CD013241 .00 16,892.61 TOTAL TAX PAYMENT 16,892.61 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. ~3