HomeMy WebLinkAbout02-05-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~"'`"""`~'+~~~^ -~ '^!;' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ '°~' -f~~j'~~C~`IONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 02-01-2010
ESTATE OF TUBING SAMUEL C
DATE OF DEATH 06-26-2008
FILE NUMBER 21 08-0699
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 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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TUBING SAMUEL (FILE N0.:21 08-0699 ACN: 101
-----------------
OR
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) C1) 57, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 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) (5) 26,325.80
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 324,282.67
8. Total Assets (8) 407,608.47
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 16.0 7 9.7 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,2 9 6.4 3
11. Total Deductions C11) 20,376.21
12. Net Value of Tax Return C12) 387,232.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 387,232.26
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 387. ~ 6 X 045 = 17,425.45
17. Amount of Line 14 at Sibling rate C17) .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)= 17,425.45
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-15-2008 CD010280 842.11 16,000.00
08-25-2009 CD011664 .00 219.72
08-25-2009 CD011665 11.71- 375.33
01-25-2010 SBADJUST .00 .44
TOTAL TAX PAYMENT 17,425.45
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
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.