HomeMy WebLinkAbout01-25-10NOTICE OF INHERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXER APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~` UCT•~,~~,,F~ ~~D ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601
HARRISBURG PA 17128-0601 ~ ~~
I t~ _ J t -' ~ i _ ~.
DATE 01-19-2010
~~~~ ~~~~ ~~ p 2; ~~ ESTATE OF FLOYD VIRGINIA B
DATE OF DEATH 05-29-2008
~.~,;, ;-..~ FILE NUMBER 21 08-0720
nn~'~-`~~'~~ i'~" COUNTY CUMBERLAND
HUBERT X GILROY ORPN;`~t~~ S r ;,~*.~~T ACN 101
MARTSON LAW OFCS ~(~~~li["C~i F`'~ ' ' ~~?. ~ta. APPEAL DATE: 03-20-2010
10 E H I G H 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: FLOYD VIRGINIA BFILE N0.:21 08-0720 ACN: 101 DATE: 01-19-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 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) 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) (5) 21 , 279.16
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 86,476.82
8. Total Assets (8) 107 , 755.98
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 9.9 81.2 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9 9 9.4 8
11. Total Deductions C11) 10,980.68
12. Net Value of Tax Return C12) 96, 775.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax c14) 96, 775.30
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) 96.77. 0 x 045 = 4,354.89
17. Amount of Line 14 at Sibling rate (17) .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)= 4,354.89
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-27-2009 CD011534 86.51- 4,441.40
01-12-2010 SBADJUST .00 2.39
TOTAL TAX PAYMENT 4,354.89
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.