HomeMy WebLinkAbout12-18-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
IVO V OTTO III ESQ
MARTSON LAW OFFICES
10 E HIGH STREET
CARLISLE PA
NOTICE OF INHERITANCE TAX
A~PKiC~'S.~~IE`IIIt~~'~4,~,~OWANCE OR DISALLOWANCE
'. ~}F~II;EDlJC7,~~N~~'AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 IX AFP C10-09)
DATE 12-14-2009
ESTATE OF BORGES MARY E
DATE OF DEATH 01-15-2009
FILE NUMBER 21 09-0063
COUNTY CUMBERLAND'
ACN 101
APPEAL DATE: 02-12-2010
(See reverse side under Objections)
AB:ount Rewtitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~'1 RETAIN LOWER PORTION FOR YOUR
----------------------------------------------------------- RECORDS ~--~
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REV-1547 EX AFP (10-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: BORGES MARY EFILE N0.:21 09-0063 ACN: 101 DATE: 12-14-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •DD NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2)
98,906.09
credit to your account,
OD submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 60,000.OD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 64,400.4;1
6. Jointly Owned Property (Schedule F) (6) .OD
7. Transfers (Schedule G) (7) •00
8. Total Assets (e) 223.306.50
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 30.3 97.1.4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 11,756.8.8
11. Total Deductions C11) 42, 154.02
12. Net Value of Tax Return (12) 181,152.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 181 , 152.48
NOTE: If an assesssent was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) . DD )(
C16) 18 1.152.48 X
C17) _ 00 X
(18) .00 X
00 = .00
045 = 8,151.86
12 = .00
15 = .00
(19)= 8,151.86
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-13-2009 CD011098 263.16 5,000.0
INTEREST IS CHARGED THROUGH 12-29-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 5,263.16
BALANCE OF TAX DUE 2,ggg,70
INTEREST AND PEN. 29.68
TOTAL DUE 2,918.38
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE~y~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS. `~~(`