HomeMy WebLinkAbout01-25-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
STEPHANIE E CHERTOK
61 W LOUTHER ST
NOTICE OF INHERITANCE TAX pennsy van~a ~
APPR~Ai~Sf,~IENT,~'~;~--4,L'~BW~MICE OR DISALLOWANCE DEPARTMENT OF REVENUE
0~' ,.:D..~1alt~TIiTNS~ ;4CN~ ASSESSMENT OF TAX REV-1547 EX AFP c12-o9)
~g~~ J~ 2~ ~~ ~~ ~ DATE 01-19-2010
ESTATE OF MARTIN DONALD E
DATE OF DEATH 11-26-2008
C~.~~~ ~.~" FILE NUMBER 21 08-1216
~~ri~i%``'~~``~ ti ~.~~ ~~J~T COUNTY CUMBERLAND
~~.«''^ r `:~~ ~~''~ , ~'. ACN 101
CARLISLE PA 17013
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
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: MARTIN DONALD EFILE N0.:21 08-1216 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) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 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) 91,571.18
6. Jointly Owned Property (Schedule F) (6) 38,415.98
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 129 , 987.16
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 5.4 8 5.0 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 915.2 7
11. Total Deductions C11) 6,400.29
12. Net Value of Tax Return C12) 123,586.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 123,586.87
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) 123.586.87 x 045 = 5,561.41
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)= 5,561.41
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-18-2009 CD010919 221.05 4,200.00
07-29-2009 CD011539 .00 1,140.36
TOTAL TAX PAYMENT 5,561.41
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 n
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. c