HomeMy WebLinkAbout12-10-10OTICE OF INHERITANCE TAX
ref...., , .~"~ ~~~~~~~y~
BUREAU OF INDIVIDUAL TAXES A''~R~~'`T~~S,,E~fir 1EIWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,I`~~11C~tr.f,~~1~t~AND ASSESSMENT OF TAX
PO BOX 280601 ~i`-~ ~-= t '~~ a t:,..,..~,~
HARRISBURG PA 17128-0601
2~ I~ DES 10 Aft I I~ 17
c~~R~ o~
~~tPi~N'~ COURT
KATHLEEN G SLENTZ ~~~~~~~ `~``r'~~ ~~~• ~~"~
7769 WERTZVILLE RD
CARLISLE PA 17013
cl) .00
c2) .00
c3) .00
c4) .00
c5) 91 , 572.99
c6) .00
c7) .00
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: POOL MARSHALL GFILE N0.:21 10-0018 ACN: 101 DATE: 12-06-2010
TAX RETURN WAS: (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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pennsylvania ~ ~
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) 91 , 572.99
C9) 10 , 557.97
clo) 12,317.04
11. Total Deductions C11) 22,875.01
12. Net Value of Tax Return (12) 68, 697.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 68,697.98
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) 68.697.98 x 045 = 3, 091 .41
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 ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 3, 091 .41
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-27-2010 CD013408 .00 3,091.41
DATE 12-06-2010
ESTATE OF POOL MARSHALL G
DATE OF DEATH 01-01-2010
FILE NUMBER 21 10-0018
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-04-2011
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 3,091.41
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.
~~~