HomeMy WebLinkAbout01-25-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
BENJAMIN R YOFFEE
LAW OFC B R YOFFEE
PO BOX 216
NOTICE OF INHERITANCE TAX
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CAMP HILL PA 17001
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 01-19-2010
ESTATE OF HERWIG MARTHA E
DATE OF DEATH 04-20-2009
FILE NUMBER 21 09-0402
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-20-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~-- RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HERWIG MARTHA EFILE N0.:21 09-0402 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) 136, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 412,580.82 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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 99,985.78
6. Jointly Owned Property (Schedule F) (6) 5,551.39
7. Transfers (Schedule G) C7) 223,405.50
8. Total Assets C8) 877 , 523.49
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 2 6.4 94.4 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 419.5 5
11. Total Deductions C11) 26, 914. O1
12. Net Value of Tax Return C12) 850,609.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 850,609.48
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) 85 0 , 609.48 x 045 = 38, 277.43
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)= 38,277.43
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-20-2009 CD011513 1,913.87 36,363.56
TOTAL TAX PAYMENT 38,277,43
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.