HomeMy WebLinkAbout01-25-10NOTICE OF INHERITANCE TAX pennsy van~a ~
APPRAISEMENT, ALLOW~N~~ OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES .,: f --~- ~- ~.
INHERITANCE TAX DIVISION OF D~I~Ii~`i'T~NS ~A1-lld .. ~-~SESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 _. - -
HARRISBURG PA 17128-0601 r "', '
DATE 01-19-2010
Z~I~~ .~~~ Z~ P~ Z' ~S~t'ATE OF BURGNER ALETHA Y
DATE OF DEATH 11-08-2008
~ ~~~ ~,," FILE NUMBER 21 08-1191
ROBERT G FREY QR~~A'~`l~t~ ~;~ }`~~~' COUNTY CUMBERLAND
CUF` ~~~_. ~-~ ,, ~ ^''1 ~CN 101
FREY K TILEY ~ -` APPEAL DATE: 03-20-2010
5 S H AN O V E R 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 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: BURGNER ALETHA YFILE N0.:21 08-1191 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) (1) 136, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) 10, 000.00
6. Jointly Owned Property (Schedule F) C6) 137, 606.00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 283,606.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 14.5 9 7.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 14,597.00
12. Net Value of Tax Return C12) 269, 009.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 269, 009.00
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal/Class A rate C16) 269.009.00 x 045 = 12, 105.00
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 (19)= 12, 105.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-31-2009 CD011556 .00 12,105.00
TOTAL TAX PAYMENT 12,105.00
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 DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.