HomeMy WebLinkAbout01-25-10NOTICE OF INHERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES APPRA,~.S(F.,.~'l~.Nr~.;,.A~.1.~.OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OAF'.`-DEDU'CTI'D~IS 'AID ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 °~ ~ ~ '
HARRISBURG PA 17128-0601 ..,. ~, ' : , 'y -"
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DATE 01-19-2010
~D~~ ~~~ ~~ P ~' ~ i ESTATE OF BUSCH FRANCES S
DATE OF DEATH 11-21-2008
' '`° FILE NUMBER 21 08-1275
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+1~`'~ ~'"r~~ !~~' COUNTY CUMBERLAND
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MICHAEL L BANGS - -~ ~,r1 ±~~ ACN 101
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429 S 18TH ST ~°~~~"" - ~~ ~~ ~ ~ APPEAL DATE: 03-20-2010
CAMP H I L L PA 17 011 (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 _ ~ 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: BUSCH FRANCES SFILE N0.:21 08-1275 ACN: 101 DATE: 01-19-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 . Real Estate (Schedule A) C1) 155, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 Q credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 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) 393,806.74
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets (B) 548 , 806 .74
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 2 8.12 0.14
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,316.4 3
11. Total Deductions C11) 33,436.57
12. Net Value of Tax Return C12) 515, 370.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 515,370.17
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.
ASSESS MENT 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) ~1 F; .370.17 x 045 = 23, 191.66
17. Amount of Line 14 at Sibling rate C17) .n 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)= 23, 191.66
TAX CREnITS~
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-11-2009 CD010882 1,157.89 22,000.00
07-20-2009 CD011512 .00 33.77
TOTAL TAX PAYMENT 23,191.66
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. Cj%`