HomeMy WebLinkAbout12-03-10~- ~.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DUANE P STONE ESQ
8 N BALTIMORE ST
PO BOX 696
DILLSBURG
NOTICE OF INHERITANCE TAX
AR~t~q~t#•~-~~N.T _ ,~-LLOWANCE OR DISALLOWANCE
Df DEDD'G~J~~ ~~tND ASSESSMENT OF TAX
I ~ ~.
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RHOADS RENEE LFILE N0.:21 10-0332 ACN: 101 DATE: 11-29-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~ i
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 137 , 183.11
c9) 28 , 148.18
clo) 601.32
11. Total Deductions C11) 28, 749.50
C12) 108,433.61
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .0 0
14 Net Value of Estate Subject to Tax C14) 108,433.61
.
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) 108.433.61 x 045 = 4,879.51
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 4,879.51
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-18-2010 CD012767 243.98 5,590.50
C1) .00
C2) .00
C3) .00
c4) .00
c5) 137, 183.11
C6) .00
c7) .00
DATE 11-29-2010
~~~ ~'~~ ~~ p I~ ~ ~ ~ ESTATE OF RHOADS RENEE L
DATE OF DEATH 02-18-2010
f ~''~" (~;~ FILE NUMBER 21 10-0332
C~.~r r,~ ~,:
~~;~~-~,'~, ~~; ~ ~~JR'~ COUNTY CUMBERLAND
~~..~~ ' ~_ r ~ ;:- -,a ,~~ ACN 101
APPEAL DATE : O 1 - 28 - 2011
(See reverse side under Objections
PA 17019 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT _ 5,834.48
BALANCE OF TAX DUE 954.97CR
INTEREST AND PEN. .00
TOTAL DUE 954.97CR
* 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.`'`'t-~'"~
<< ~
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Renee Rhoads 2110-0332
REVIEWED BY ACN
Tracell Collins-Smith 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Accepted revised return.
Row Page 1