HomeMy WebLinkAbout02-28-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAx~ ~ ''- ~ APPR~h~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX Drv1s10N ' _ 01=,,1~Et UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ~` ~~
~ ~ -_ ~; r~ , , ~ i
_ , , ~ ~ ._ .:~ ~:~ to ~ i : i
,,
i ~~ i J'~
JOHANNA H REH~~~=~~`,` _ 1 , 'i~;~~,
~.~
TURNER AND O'CONNELL
4701 N FOURTH STREET
HARRISBURG PA 17110
C1) 40,689.51
c2) .00
c3) .00
c4) .00
C5) 37,436.44
C6) .00
C7) .00
CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CASNER JOHNNIE LFILE N0.:21 10-0665 ACN: 101 DATE: 02-21-2011
TAX RETURN WAS: CX) 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)
E ~Y ..
pennsylvan~a ~ ~ ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 78, 125.95
C9) 7 , 392.30
clo) 3, 984.64
11. Total Deductions C11) 11,376.94
12. Net Value of Tax Return (12) 66,749.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 66,749.01
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) 66 . 749 . O1 x 045 = 3, 003.71
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 C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 3, 003.71
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-18-2010 CD013673 .00 3,003.71
DATE 02-21-2011
ESTATE OF CASNER JOHNNIE L
DATE OF DEATH 06-27-2010
FILE NUMBER 21 10-0665
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-22-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 3,003.71
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. /;2
~(~~„"")