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HomeMy WebLinkAbout01-25-10 (2)BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 JERRY A (LOUSE 844 DOUBLING GAP RD NEWVILLE PA 17241 pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP C12-09) 01-19-2010 (LOUSE ELMER 11-03-2008 21 08-1167 CUMBERLAND 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 E CUT ALONG THIS-LINE- ~ RETAIN-LOWER PORTION FOR YOUR -------------- ---- ---------------- ---------------------- -RECORDS- ~ - ------- ---- ------------------ REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APP RAISEM ENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX ESTATE OF: (LOUSE ELMER EFILE N0.:21 08-1167 ACN: 101 DATE: 01-19-2010 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) 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) .O O 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) (4) •0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7 3 9.0 0 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) .0 0 8. Total Assets C8) 739.00 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 5.9 7 7.0 0 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,6 2 2.0 0 11. Total Deductions C11) 7,599.00 12. Net Value of Tax Return C12) 6,860.00- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 6,860.00- 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 C15) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 04 5 = .0 0 17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0 18. Amount of Lfne 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0 19. Principal Tax Due C19)= .0 0 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID NOTICE OF INHERITANCE TAX APPRAL~.~~I,E~V~T~_,A~.,L,.OW~4NC.~ OR DISALLOWANCE OF DEDU-'C~t'IONS'AN.~1 'ASSESSMENT OF TAX .;~ ~~ K; DATE ~~I~ J~~ ZS PM ~~ ~~TATE OF DATE OF DEATH ~~~ ~~ (~~ FILE NUMBER QRPI~'=`~"'~.I4 ~y~~~.~~T COUNTY C~+~Ii ~r~~ ~ ~.. ~~ACN TOTAL TAX PAYMENT .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 DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.