HomeMy WebLinkAbout02-01-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL raxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 t' +~':,~+ (~. ~~.~i`1~ ~1
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
" ' "° DATE 01-26-201
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DAVID H RADCLIFF E
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LEMOYNE PA 17043
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ESTATE OF ZERBY JANE M
DATE OF DEATH 11-15-2008
FILE NUMBER 21 09-0148
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-27-2010
(See reverse side under Objections)
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 APP ------
RAISEM ---------------
ENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: ZERBY JANE MFILE N0.:21 09-0148 ACN: 101 DATE: 01-26-2010
TAX ~ETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 987.4 9
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) ~7) 177, 073.55
e. Total Assets c8) 178, 061.04
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 18.248.4 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 207.70
11. Total Deductions X11) 18,456.12
12. Net Value of Tax Return X12) 159,604.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 159,604.92
NOTE: If an assessment 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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
02-10-2009 CD010885 378.95
07-21-2009 CD011511 .00
lines 14, 15 and/or 16, li, 18 and 19 will
of ALL returns assessed to date.
n5) .00 x 00 .00
c16) 1 49.6D4.9 x 045 = 6, 732.22
C17) _ 00 X 12 .00
c1e) 10,000.00 X 15 1,500.00
c19)= 8,232.22
AMOUNT PAID
,200.00
653.28
TOTAL TAX PAYMENT 8,232.23
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
.TOTAL DUE .O1CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.