HomeMy WebLinkAbout01-08-10T
NOTICE OF INHERITANCE TAX
' rAP~,,R,(-~SEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~ , C"~ ;r ,,,..
INHERITANCE TAX DIVISION _ ~ - -' ~F~% DI~~IONS AND ASSESSMENT OF TAX
PO BOX 280601 ti
HARRISBURG PA 17128-0601 ''-~~" ~ E.~" ~, ~ ;,
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
Z~~ DATE 12-28-2009
~ ~~~ `$ ~~ I • j ~ ESTATE OF POOL MARJORIE K
DATE OF DEATH 06-14-2008
~~E~~ ()j= FILE NUMBER 21 08-0919
~R~i i~rj?~~ ~~
i~(~? COUNTY CUMBERLAND
,
LINDA LUNDBER~^~~~,.? n ~,,~ ,,,~
P~ ACN 101
PNC BANK NA ~•
• APPEAL DATE: 02-26-2010
P 0 BOX 3 0 8 (See reverse side under Objections )
CAMP HILL PA 17001 Amount Remitted
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 !-*~
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E - 547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TALC
ESTATE OF: POOL MARJORIE KFILE N0 .:21 08-0919 ACN: 101 DATE: 12-28-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,Od credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule submit the upper portion
C) C3) 'Od
4.
Mortgages/Notes Receivable (Schedule D) of this form with your
C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,603.4$
6. Jointly Owned Property (Schedule F) (6) 6,375.00
7. Transfers (Schedule G) ~7) 701,559.6QI
9. Total assets cs) 711,538.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 10.78 6.8 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 211.4 9
11. Total Deductions X11) 10,998.29
12. Net Value of Tax Return ~1P7 700,539.79
13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) _ 700,539.79
NOTE: If an assessment 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:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
09-12-2008 CD010262 1,400.00
03-11-2009 CD010985 .00
06-29-2009 CD011416 3.29-
c15) .00 X 00 = .00
c16)_ 7DD.~ 9.79 x 045 = 31,524.29
cle) .00 X 15 = .00
C19)= 31,524.29
AMOUNT PAID
o,ouu.uu
3,300.00'
227.61
TOTAL TAX PAYMENT 31,524.32
BALANCE OF TAX DUE .03CR
INTEREST AND PEN, .00
TOTAL DUE .03CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS DORM FOR INSTRUCTIONS.