HomeMy WebLinkAbout01-31-11~PPRAIS NaTI-Q E- p;F INHERITANCE TAX ~'
~ _ EMENT, !#L'LOWANCE OR DISALLOWANCE Pennsylvania 'J ~~
BUREAU OF INDIVIDUAL TAXES ,~ DEPARTMENT OF REVENUE ~
INHERITANCE TAX DIVISION OF :DEDUCT~bN'S AND ASSESSMENT OF TAX
PO BOX 280601 - - REV-1547 IX AFP C12-10) --
HARRISBURG PA 17128-0601
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LISA MARIE COYNE ES6C'` '
3901 MARKET ST
CAMP HILL PA 17011-4227
DATE 01-25-2011
ESTATE OF HONE GERALD J
DATE OF DEATH 08-23-2009
FILE NUMBER 21 09-0811
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 ALONG THIS LINE _ ~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS F--
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: HONE GERALD JFILE N0.:21 09-0811 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) 289, 000
00
2. Stocks and Bonds (Schedule B) . NOTE: To ensure proper
C2)
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
.0 0 credit to your account,
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) .
108,552.58 tax payment.
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 125, 967.90
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment
C11) 104, 349.87
C12) 419, 170.61
c13) . 00
C14) _419, 170 61
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
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-)
11-23-2009 CD012046 789.47
11-24-2010 CD013710 .00
C15) .00 X 00 = .00
C16) 419.770 61 x 045 = 18,862.68
c17) nn x 12 = .00
C18) .00 X 15 = .00
C19)= 18, 862.68
AMOUNT PAID
5,000.00
3,073.21
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-25-2010 TOTAL TAX PAYMENT
18,862.68
BALANCE OF TAX DUE .00
INTEREST AND PEN. 62.54
TOTAL DUE 62.54
* 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.
C8) 523,520 48
C9) 79 , 4~R _ An
C1o) 24,891 27