HomeMy WebLinkAbout01-08-10NOTICE OF INHERITANCE TAX pennsyLvania ~
BUREAU OF INDIVIDUAL TAXESa~ I,~, 1 IMRPf~41~1T, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION '': r, .~~ ~~~ETi~~CTIGNS AND ASSESSMENT OF TAX REV-1547 EX AFP Q2-09)
PO BOX 280601 r
HARRISBURG PA 17128-0601 ' ''-~`~'~` ' "' ~ ~`'~~ ,~' `-'""
ZQ~Q ~~~ _$ P~ !: ~ ~ DATE 12-28-2009
ESTATE OF THOMAS DOROTHY L
DATE OF DEATH 08-15-2008
C~~Pt~ (~;,`- FILE NUMBER 21 08-0883
CHARLES E SHI C}RPz~i IJ ~1,lvr, APT COUNTY CUMBERLA'~ND
~{- PA. ACN 1 O 1
6 CLOUSER RD APPEAL DATE: 02-26-2010
MECHANICSBURG PA 17055-9735 (See reverse side under Objections)
ABtount ReAitted~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS l--~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APP ---------------------
RAISEMENT, ALLOWANCE - --------
- -------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: THOMAS DOROTHY LFILE N0.:21 08-0883 ACN: 10'1 DATE: 12-28-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 196,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .Q(~ credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3)
'Q~ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •Qd tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,830.8 7
6. Jointly Owned Property (Schedule F) (6) .OQ
7. Transfers (Schedule G) (7) 15,427.98
e. Total Assets (8) 226,258.83
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 119.981.98
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9,013.3,
11. Total Deductions (11) 128,995.37
12. Net Value of Tax Return (12) 97,263.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 97,263.46
NOTE: If an assesssent was issued previously,
reflec t figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/'or 16,.17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 X
C16) 9 7. 6.46 X
C17) .00 X
(18) . 00 X
00 = .00
045 = 4,376.86
12 = .00
15 = .00
c19)= 4,376.86
.+.~~~~ Rc~eari DISCOUNT (+) I AMOUNT PALO
DATE NUMBER INTEREST/PEN PAID (-)
07-03-2009 CD011440 29.38- 4.4n6.94
TOTAL TAX PAYMENt 4,376.86
BALANCE OF TAX DUIE .00
INTEREST AND PEN. .00
TOTAL DUE .DO
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CRE IT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE DF THIS ~ORM FOR INSTRUCTIONS.