HomeMy WebLinkAbout01-15-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES -. -AP~R~AIS~~~EF1T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEIyUSTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ • - ~~
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HARRISBURG PA 17128-0601
JOHN R COX
317 3RD ST B
NEW CUMBERLAND
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PA 17070-2267
(15) .00 X
C16) 71 .407 .00 X
(17) _ Do x
(1B) .00 X
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MOORE EVELYN (FILE N0.:21 09-0112 ACN: 101 DATE: 01-13-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 50,000.00 NOTE• To ensure pro er
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 181,671.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
p
credit to your account,
Submit the Upper portion
of this form with your
tax payment.
e. Total Assets (8) 231.671.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 16.2 70.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 16,270.00
12. Net Value of Tax Return (12) 215,401.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 215,401.00
NOTE: If an assessment was issued previously,
reflect fiBUres 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
DATE 01-13-2010
ESTATE OF MOORE EVELYN C
DATE OF DEATH 01-25-2009
FILE NUMBER 21 09-0112
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-14-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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 (-)
02-17-2009 CD010918 473.68
07-16-2009 CD011500 .00
01-06-2010 SBADJUST .00
AMOUNT PAID
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
00 = .00
045 = 9,693.00
12 = .00
15 = .00
(19)= 9,693.00
,000.00
219.00
.32
TOTAL TAX PAYMENT 9,693.00
BALANCE OF TAX DUE .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 FORM FOR INSTRUCTIONS.
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