HomeMy WebLinkAbout03-15-11 (2)r- -_NO~ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES - APPRAISEM.~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 J
HARRISBURG PA 17128-0601
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LISA MARIE COYNE ESQ
3901 MARKET ST
CAMP HILL PA 17011
Pennsylvania ~` ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 03-14-2011
ESTATE OF BONIN MARTHA G
DATE OF DEATH 02-25-2010
FILE NUMBER 21 10-0261
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-13-2011
(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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS E-
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BONIN MARTHA GFILE N0.:21 10-0261 ACN: 101 DATE: 03-14-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. 02
1. Real Estate (Schedule A) (1) .0 0
2. Stocks and Bonds (Schedule B) (2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6 8,912.9 0
6. Jointly Owned Property (Schedule F) (6) 75,536.86
7. Transfers (Schedule G) (7) 163, 386.59
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets c8) 307,836.35
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 3 3,615.8 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,8 5 6.0 8
11. Total Deductions (11) 41,471.96
12. Net Value of Tax Return C12) 266,364.39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 266,364.39
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 266, 364.39 X 15 = 39, 954.66
19. Principal Tax Due (19)= 39,954.b6
TAX CREDITS:
PAYMENT
DATE RECEIPT
NIJMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-25-2010 CD012798 1,997.73 39,200.00
TOTAL TAX PAYMENT 41,197.73
BALANCE OF TAX DUE 1,243.07CR
INTEREST AND PEN. .00
TOTAL DUE 1,243.07CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE DUE
FDR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FDRM FDR INSTRUCTIONS.
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