HomeMy WebLinkAbout05-09-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
STEPHEN J HOGG ESQ
STE 101
19 S HANOVER ST
A+1~~((~~~~C~E ,D,F~-r NHERITANCE TAX pennsylvania~
APPRA~ ~~IEiN'Fy 'ACIU~~/~CE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF ~~~~ YkN~' ASSESSMENT OF TAX REV-1547 IX AFP (12-10)
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`'''8° ~~~~ _9 I'~'~ ~: ~ ATE 04-25-2011
ESTATE OF FINKEY VERA L
GLFRK ~1F DATE OF DEATH 02-07-2010
Ci~P~~"iC,f'~ C;~~;RT FILE NUMBER 21 10 - 0157
CU~~~aLr+,~~,f~ji~ C~~ Pk. COUNTY CUMBERLAND
CARLISLE PA 17013
ACN 101
APPEAL DATE: 06-24-2011
(See reverse side under Objections)
A~ount Re~itted
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
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEM ENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: FINKEY VERA LFILE N0.:21 10-0157 ACN: 101 DATE: 04-25-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 100.000.00 NOTE: To ensure proper
2. Stocks and Bonds CSChetlule B) (2)
.00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •DO tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchodulo E) C5) 15.206.46
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets (8) 115.206.46
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 18.122.31
10. Debts/Mortgage Llabilities/Liens (Schedule I) (10) 7.417.12
11. Total Deductions C11) 25,539.43
12. Net Value of Tax Return (12) 89,667.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) .OD
14. Net Value of Estate Subject to Tax (14) 89.667.03
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) .00 X 00 = .DD
16. Amount of Line 14 taxable at Lineal/Class A rate C16) R9. 667.03 x 045 4,035.02
17. Amount of Line 14 at Sibling rate (17) . nn X 12 = .OD
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 7( 15 - .00
19. Principal Tax Due C19)= 4,035.02
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-24-2011 (0014053 42.16- 4,077.18
04-18-2011 SBADJUST .00 .O1
TOTAL TAX PAYMENT 4,035.02
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 D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.