HomeMy WebLinkAbout10-28-11 (3)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RICHARD C SNEILBAKER
44 W MAIN ST
PO BOX 318
r .,J~t)~TI,Q.~,NHERITANCE TAX Pennsylvania ~
A~SF"M~IyTi !~, ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
0~~'~',DEI3UDW~'IOt~9 ~4ND ASSESSMENT OF TAX REV-1547 EX AFP clz-lo)
CLERK OP
OFP!~F ~1'S ~'0,'RT
MECHANICSBURG PA 17055
DATE 10-18-2011
ESTATE OF BLESSLEY EVELYN K
DATE OF DEATH 02-11-2011
FILE NUMBER 21 11-0241
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-17-2011
(See reverse side under Objections)
Amount Reatitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE ---~--! R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-" _ __________
-~- _____
REV-1547 EX AFP (12~10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BLESSLEY EVELYN KFILE N0.:21 11-0241 ACN: 101 DATE: 10-18-2011
_ TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF t~ETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSch~dule A)
2. Stocks and Bonds',CSchedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Ikeceivable (Schedule D)
5. Cash/Bank Deposiks/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedy~le G)
8. Total Assets
APPROVED DEDUCTIONSIAND EXEMPTIONS:
9. Funeral Expenses,~Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) .00 NOTE: To ensure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
C5) 132,701.60
c6) 2,310.12
c7) 251 , 915.02
ca) 386.926.74
C9) 6.521 .9
clo) 21.936.05
11. Total Deductions C11) 28,457.98
12. Net Value of Tax', Return (12) 358,468.7b
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 358,468.76
NOTE: If an assess~ent 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 - .00
16. Amount of Line 1~ taxable at Lineal/Class A rate (16) 38.468.76 x 045 = 16, 131 .09
17. Amount of Line 14 at Sibling rate C17) _ .00 X 12 = .00
18. Amount of Line 1~ taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due (19)= 16, 131.09
TAX CREDITS:
~~•~~~~ eceutlri DISCOUNT (+)
DATE NU BER INTEREST/PEN PAID (-) AMOUNT PAID
04-18-2011 CDO 4328 736.84 14,000
00
07-08-2011 CD0~4b81 .00 .
1,431
09
10-11-2011 REFWND .00 .
3b.84-
* IF PAID AFTER DATE IND~CATED, SEE REVERSE
FOR CALCULATION OF ADDIITIONAL INTEREST.
TOTAL TAX PAYMENT 16,131.09
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE: OF THIS FORM FOR INSTRUCTIONS.