HomeMy WebLinkAbout12-29-09NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES ~"~~:Aa~I~EFt~il~~r ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISION •-.~,; QF'; DED,~ICTfiONS AND ASSESSMENT OF TAX
PD BOX 280601 (i. L7I,i f--~ -. ' '-_•'
HARRISBURG PA 17128-0601
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MARTSON LAW OFCS
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 12-21-2009
ESTATE OF TODD C R
DATE OF DEATH 03-26-2009
FILE NUMBER 21 09-0423
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-19-2010
(See reverse side under Objections)
Anount Reoitted~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
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: TODD C RFILE N0.:21 09-0423 ACN: 101 DATE: 12-21-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1)
.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule H) ~2) 1,702,526.92 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 652,875.34
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 410,719.21
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
fig) 97.966.53
clo) 644.39
11. Total Deductions C11) 98,610.92
12. Net Value of Tax Return (12) 2,667,510.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14 Net Value of Estate Subject to Tax C14) 2,667,510.55
.
NOTE: If an assess~ent 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) 597,130.22 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 2.070 .380 .33 x 045 = 93,167.11
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 x 15 = .00
19. Principal Tax Due C19)= 93, 167.11
TAX CREDITS:
DATE NUMBER INTEREST/PEN PAID C-)
06-10-2009 CD011340 4,473.68
12-07-2009 CD012072 .00
AMOUNT PAID
J I V Y V. Y V
3,693.56
TOTAL TAX PAYMENT 93,167.24
BALANCE OF TAX DUE .13CR
INTEREST AND PEN. .00
TOTAL DUE .13CR
cB) 2,766,121.47
~ 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.