HomeMy WebLinkAbout01-25-10NOTICE OF INHERITANCE TAX pennsy van~a ~
APRR~Ic-I~~l~l'E1+~'~".,:-'7~~~QWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIV1S1oN ~ 0~' -D~D~.tC'FIONS ~4ND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ~* , - - " `
HARRISBURG PA 17128-0601 ~ ~.~_,.""~ ~ ,~~,,; ~- ~ + ~~
Z~~~ ~ ~cJ ~? 2; ~ ! DATE 01-19-2010
ESTATE OF POOLE MARIE K
DATE OF DEATH 06-07-2009
C~ ~~~~` qtr FILE NUMBER 21 09-0580
ORPH k, f,` ,,,~~ ,~~
`~~ ~ 4 'W`'-~`~' ' COUNTY CUMBERLAND
WILLIAM P DOUGLAS ~'~;A,r,~r'r ~. '_ `_-~'~^t ~%~~ ACN 101
DOUGLAS LAW OFC APPEAL DATE: 03-20-2010
4 3 W SOUTH S T (See reverse side under Objections )
CARLISLE PA 17013 Amount Remitted
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 ~ _______________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: POOLE MARIE KFILE N0.:21 09-0580 ACN: 101 DATE: 01-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 112, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 1,7 6 5.9 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 60,247.86
6. Jointly Owned Property (Schedule F) (6) 2,569.06
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 176 , 582.82
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 9.7 8 2.4 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11 . Total Deductions C11) 9, 782.40
12. Net Value of Tax Return C12) 166,800.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) __ 166,800.42
NOTE: If an assessment 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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 166.800.4 x 045 = 7,506.00
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 7,506.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-27-2009 CD011532 375.30 7,131.00
TOTAL TAX PAYMENT 7,506.30
BALANCE OF TAX DUE .30CR
INTEREST AND PEN. .00
TOTAL DUE .30CR
* 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.