HomeMy WebLinkAbout04-27-11~.,~~,.~, ,-:, ,-~,,.N~~L.ICE OF INHERITANCE TAX pennsylvaniay r~
~~'.'` it IIP'PRA3~'S~M~NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~
INHERITANCE TAX DIVISION r,; a O,F .3¢~~~CTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
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WAYNE M PECHT
1205 MANOR DR
MECHANISBURG PA 17055
DATE 04-18-2011
ESTATE OF CROOK JEAN D
DATE OF DEATH 04-05-2010
FILE NUMBER 21 10-0404
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-17-2011
(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 !~
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REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CROOK JEAN DFILE N0.:21 10-0404 ACN: 101 DATE: 04-18-2011
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
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) 60,984.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 8 01.67
6. Jointly Owned Property (Schedule F) (6) 74,550.00
7. Transfers (Schedule G) (7) 88,238.26
8. Total Assets (8) _ 224 , 573.93
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 18.4 .84
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 19,468.25
11. Total Deductions C11) 37,921.09
12. Net Value of Tax Return (12) 186,652.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 186,652.84
NOTE: If an assessment was issued previously, li nes 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) 98,414.58 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 88.938.96 x 045 = 3,970.72
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .00
19. Principal Tax Due (19)= 3,970.72
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-30-2010 CD013011 105.26 2,000.00
INTEREST IS CHARGED THROUGH 05-03-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDN OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 2,105.26
BALANCE OF TAX DUE 1,865.46
INTEREST AND PEN. 18.05
TOTAL DUE 1,883.51
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (07-10)
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DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX
EXPLANATION
OF CHANGES
PO Box 280601 I I
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Jean D Crook 2110-0404
REVIEWED BY ACN
Brett Walker 101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The IRA is fully taxable as the decedent is the primary owner and the transferee is a
G 1 beneficiary not a joint owner. Lineal heirs are taxable at the rate of 4.5% for dates of death
on or after 07-01-2000.
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