HomeMy WebLinkAbout02-05-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AP;P,,~R--~~AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION s''-n~~"1} j~i~ ;`~rVt,~~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _
HARRISBURG PA 17128-0601 ~~, ~ ~,, t ~c °~ ~~`~;
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STEVEN P MINEf~~E~'~~}~ C~~~~i
DALEY ETAL GU~~~,~':~~._r~°~?`C~ a,~„ P1~,
1035 MUMMA RD STE 101
WORMLEYSBURG PA 17043
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 02-01-2010
ESTATE OF BASEHORE VIOLET R
DATE OF DEATH 12-03-2008
FILE NUMBER 21 09-0097
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-02-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ ~--- R_ETA_IN LOWER POR_TION
FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APP
RAISEME
NT, ALLOWANCE _ _______________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: BASEHORE VIOLET RFILE N0.:21 09-0097 ACN: 101 DATE: 02-01-2010
TAX RETURN WAS: CX) 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) C2) 173, 849.42 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) C5) 35, 364.49
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 20 9 , 213.91
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 25.19 3.3 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5,2 6 3.9 6
11. Total Deductions C11) 30,457.33
12. Net Value of Tax Return C12) 178, 756.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 178, 756.58
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) 17 8 .7 6. ~8 x 045 = 8, 044.05
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 C19)= 8, 044.05
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-27-2009 CD010959 394.74 7,500.00
08-27-2009 CD011672 .00 149.31
TOTAL TAX PAYMENT 8,044.05
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 -n
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. Y /