HomeMy WebLinkAbout11-29-10 (2)NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ' • •r~
INHERITANCE rAX DIVISION ~ _ Of`;~,DE~IICTION$ AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-09) r
DATE 11-15-2010
ESTATE OF KELLER INA M
DATE OF DEATH 12-09-2009
FILE NUMBER 21 09-1175
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 SQUARE
CARLISLE PA 17013
CUT ALONG THIS-LINE- _ --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~--
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KELLER INA MFILE N0.:21 09-1175 ACN: 101 _ _____________
OR
DATE: 11-15-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) 303,285.73 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 8,5 0 0.0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 60, 186.66
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 371 , 972.39
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 3 7,b 8 0.36
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5 8 6.6 7
11. Total Deductions C11) 38,267.03
12. Net Value of Tax Return (12) 333, 705.36
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) 8 3,4 2 6.36
14. Net Value of Estate Subject to Tax C14) 250,279.00
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 (15) •0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) 77 .808. 5 X 12 = 3, 337.02
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 222, 470.48 X 15 = 33, 370.57
19. Principal Tax Due (19)= 36,707.59
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-16-2010 CD012358 1,835.38 38,000.00
10-04-2010 CD013447 .00 489.68
TOTAL TAX PAYMENT 40,325.06
BALANCE OF TAX DUE 3,617.47CR
INTEREST AND PEN. .00
TOTAL DUE 3,617.47CR
* 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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