HomeMy WebLinkAbout04-27-11,S~r'~~~ NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TaxES _ APPR~4~'S~{T~NT, ALLOWANCE OR DISALLOWANCE ~ •,
INHERITANCE TAX DIVISION ,~~~('i'j: DEPARTMENT OF REVENUE
Po Box zao6ol ~~-- .. ~F'=A~ CTIONS AND ASSESSMENT OF TAX REV-1547 Ex AFP clz-lol
HARRISBURG PA 17128-0601 ..~.~
` `~~'~ ~ f a DATE 04-18-2011
ESTATE OF THOMAS ADAM W
M1 L[~`~f~ ~~_~ DATE OF DEATH 07-31-2009
GriPt-'L,~ic ~,~ ~;-,T FILE NUMBER 21 09-0758
~~~be^rr ~~" ~~'~ COUNTY CUMBERLAND
WAYNE M PECHT ESQ ''- /!
ACN 101
STE 200 APPEAL DATE: 06-17-2011
1205 MANOR DR (See reverse side under Objections)
MECHANICSBURG PA 17055 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 •-
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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: THOMAS ADAM WFILE N0.:21 09-0758 ACN: 101 DATE: 04-18-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2 38,341.08
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets
(a) 238 , 341 08
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 6.7 ;~i_76
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,278 33
11. Total Deductions (11) 28, 013.49
12. Net Value of Tax Return (12) 210,327.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 210 , 327.59
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 (15) .0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 77 0 , i77 S9 X 045 =
9,464.74
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 =
.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due
(19)= 9,464.74
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-30-2009 CD011925 473.24 9,464.74
TOTAL TAX PAYMENT 9,937.98
BALANCE OF TAX DUE 473.24CR
INTEREST AND PEN. .00
TOTAL DUE 473.24CR
y
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE DUE'--~,,
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS.
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