HomeMy WebLinkAbout01-31-11;NU,uCE OF INHERITANCE TAX Pennsylvania ~
~~y' APPRA:IS~t~'NT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES'+-'. DEPARTMENT OF REVENUE
INHERITANCE TAX nlvlsloN - - OF DEDI~.CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ',~' - ~ REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601
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THOMAS E FLOWE~LI?P,~~ ~ ~ ,._ \ , _;
10 W HIGH ST
CARLISLE PA 17013
DATE 01-17-2011
ESTATE OF COOMBE WILLIAM F
DATE OF DEATH 02-20-2010
FILE NUMBER 21 10-0298
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-18-2011
(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 F--
REV-15 _
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47 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEME
NT, ALLOWANCE _ __
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: COOMBE WILLIAM FFILE N0.:21 10-0298 ACN: 101 DATE: 01-17-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 173, 100
00
2.
Stocks and Bonds (Schedule B) C2) .
18, 037.25 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .
29, 377.97 tax payment.
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (schedule G) C7) 73, 300.99
8. Total Assets
APPROV
ED DEDUCTIONS AND EXEMPTIONS: C8) 293 , 816.21
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ 2 Q, 7 (~,6 ;
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9 5.2 9
11 . Total Deductions C11) 20, 321.92
12. Net Value of Tax Return C12) 273,494.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 273,494.29
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
ASSESSMENT date.
OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
05-14-2010 CD012763 434.21
11-08-2010 CD013619 .00
C15) 66, 731.11 X 00 = . 00
C16) ?n6 .763 ~ 9 x 045 = 9, 304.34
C17) nn x 12 = .00
C18) .00 X 15 = .00
C19)= 9, 304.34
AMOUNT PAID
,250.00
620.14
TOTAL TAX PAYMENT 9,304.35
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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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