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HomeMy WebLinkAbout01-31-11,hk NOTICE ,QF w~NHERITANCE TAX Pennsylvania ~~y ~ BUREAU OF INDIVIDUAL TAXES A~~b~SEMEN.T'., A',LI~bWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION QF DEDUCTIONS "'AND ASSESSMENT OF TAX PO BOX 280601 ~ L _. ,~ REV-1547 IX AFP (12-10) HARRISBURG PA 17128-0601 .J i it ~ {~ ~..; ~, ~F. - ~~... t11 i... ~.,. ~. 1 ~. ~. _ _~ a ; :~' ~ ~~g MARK W ALLSHOUSE ESQ ~~-~~'~'f' ~ "~ ~~ '~~ ~ ~ ~ ~'~ 4833 SPRING RD SHERMANS DALE PA 17090 DATE 01-25-2011 ESTATE OF CAMPBELL SR RODNEY L DATE OF DEATH 08-22-2009 FILE NUMBER 21 09-0841 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 03-26-2011 (See reverse side under Objections) Amount Remitted- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALON_6 THIS LINE -- ~ R_ETA_IN LOWER POR TION FOR YOUR RECORDS E-~ _ _ REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _ OR DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX ESTATE OF: CAMPBELL SR RODNEY LFILE N0.:21 09-0841 ACN: 101 DATE: 01-25-2011 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) 123, 000 00 2. Stocks and Bonds (Schedule B) C2) . 8 6.3 6 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) . 7,0 6 8.28 tax payment. 6. Jointly Owned Property (Schedule F) C6) 74 9.21 7. Transfers (Schedule G) (7) .0 0 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: ($) 130,903.85 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1 8 0 9 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) _ 131 , 387.21 11 . Total Deductions 12. Net Value of Tax Return C11) 146, 670.30 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule t12) J) C13) 15, 766 .45- 14. Net Value of Estate Subject to Tax .0 0 C14) 15, 766.45- NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 17 18 , reflect figures that include the total of ALL returns assessed to , and 19 will 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) 0 0 x 0 4 5 . = 17. Amount of Line 14 at Sibling rate .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate C18) 0 0 15 = 19. Principal Tax Due . X .0 0 TAX CREDITS: c19)= . 00 PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) AMOU NT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. O.J~O