HomeMy WebLinkAbout01-08-10_ j~pTICE OF INHERITANCE TAX Pennsylvania ~
.~•~'~fi`;:`A_ ~~~hiENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TA)C~S ';.
INHERITANCE TAX DIVISION DF °~V~UCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 '--r;.v' ;'::} t ._ r '4 ~ ` ••
HARRISBURG PA 17128-0601
~ ~A~~ _a P~ ~~ 40 DATE 01-04-2010
Z~t ESTATE OF BRUCE JR ENOCH D
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DATE OF DEATH 10-01-2008
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, FILE NUMBER 21 08-1162
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H ANTHONY ADA~n~~r
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i ACN 101
STE 3 APPEAL DATE: 0-05-2010
49 W ORANGE ST (See reverse side under objections)
SHIPPENSBURG PA 17257 Asount Reeittedr
MAKE CHECK PAYABLE AND 'REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701
CUT ALONG THIS LINE ~! RETAIN LOWER PORTION FOR YOUR RECORDS !~'»
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANICE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX'
ESTATE OF: BRUCE JR ENOCH DFILE N0 .:21 08-1162 ACN: 101 DATE: 01-04-2010
TAX RETURN WAS: CX) ACCEPTE D AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 46,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,QQ, 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) •00' tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,127.8 1
6. Jointly Owned Property (Schedule F) (6) .00~
7. Transfers (Schedule G) (7) .OQ'
8. Total Assets (8) 49.027.81
APPROY ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 3.008.12
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 29.98 2.70
11. Total Deductions (11) 32,990.82
12. Nat Value of Tax Return C12) 16,036.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 16,036.99
NOTE: If an assessment was issued previously,
reflect 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 L1ne 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 C+)
DATE NUMBER INTEREST/PEN PAID (-)
07-15-2009 (0011488 .00
12-28-2009 SBADJUST .00
n5) . oo X ao = . 00
c16) . Do X 045 = . oa
C17) 16.036.99 x 12 = 1,924.44
cls) .00 X L5 = .00
(19)= 1,924.44
AMOUNT PAID
1,924.44
3.69
TOTAL TAX PAYMENT 1,924.44
BALANCE OF TAX DUIE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ 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 FDRM FOR INSTRUCTIONS.