HomeMy WebLinkAbout12-18-09NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRQr;~-SEME'hF~~,~r,,+~lr~IANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIYISION OF LI:EIyUCTI[N~S ly' ASSESSMENT OF TAX REV-1547 EX AFP QO-09)
PO BOX 280601 I '" , ~'~ `~ i -. s~:!~! ! t°
HARRISBURG PA 17126-0601 ~` `~ `"'~ ~ "~ ''` `
20Q90EC I8 A~ ~~; ~,,pATE 12-14-20D9
(STATE OF BEAMER MARGARET R
DATE OF DEATH 03-28-2009
(;(.~~i{ nF FILE NUMBER 21 09-0342
ORPF~A{~'S COURT COUNTY CUMBERLAND
JOHN M EAKIN CU~I¢R~R~_;""~~~ (~~ ~ ACN 101
MARKET SQ BLDG APPEAL DATE: 02-12-2010
MECHANICSBURG PA 17055 (See reverse side underObljections)
Anount Resitted
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 ~
REV-1547 EX AFP C10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BEAMER MARGARET RFILE N0.:21 09-0342 ACN: 101 DATE: 12-14-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 134,700.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,OQ credit to your account,
00 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) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 20 0.00
6. Jointly Owned Property (Schedule F) (6) 2,554.95
7. Transfers (Schedule G) (7) •0 Q
8. Total Assets CB) 137.454.95
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 29.161.07
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 34 7.61
11. Total Deductions C11) 29,508.68
12. Net Value of Tax Return X12) 107,946.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 107,946.27
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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 107.946.27 x 045 = 4,857.58
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 4,857.58
TAX CREDITS:
P DATE T I NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
06-22-2009 CD011380 242.21 4,601.92
INTEREST IS CHARGED THROUGH 12-29-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 4,844.13
BALANCE OF TAX DUE', 13.45
INTEREST AND PEN. .00
TOTAL DUE 13.45
* 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.