HomeMy WebLinkAbout11-29-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES - ~ •
INHERITANCE TAX DIVISION OF, DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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AARON C JACKSON ~~ T'^~ `' , ~r"
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HARRISBURG PA 17108-0889
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REV-157 IX AFP (12-09)
DATE 11-15-2010
ESTATE OF MAAS ANTHONY E
DATE OF DEATH 12-12-2009
FILE NUMBER 21 09-1188
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-14-2011
( See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE S6lUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~-'! --RETAIN-LOWER-PORTION FOR YOUR RECORDS F--
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REV-1547 EX AFP t12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MAAS ANTHONY EFILE N0.:21 09-1188 ACN: 101
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OR
DATE: 11-15-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
(2) 10,673.64 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) .0 0
C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Sank Deposits/Misc. Personal Property (Schedule E) (5) 38,468.93
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 1 , 652, 786.44
8. Total Assets C8) 1 , 701 , 929 ..01
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 15.2 4 8.14
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
(11) 15,248.14
11. Total Deductions 680.87
686
1
12. Net Value of Tax Return C12) ,
,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 1 , 686, 6$0.87
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 1 , 686:680 .87 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 0 4 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 (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19 )= .0 0
TAX CR EDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-12-2010 CD012466 .00 1,400.00
TOTAL TAX PAYMENT 1,400.00
BALANCE OF TAX DUE 1,400.000R
INTEREST AND PEN. .00
TOTAL DUE 1,400.000R
* 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.
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