HomeMy WebLinkAbout02-05-10NOTICE OF INHERITANCE TAX pennsy van~a ~
AP ISEME T LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~ f ;''*1 °"> ~^~; ~'~^' '`
INHERITANCE TAX DIVISION , . ..~.~~ll~~QN,~' AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 3 , ~ ~- ; ~ + ~ ;~.
HARRISBURG PA 17128-0601 ~;{,,.':~ ,~ : ,Yr i ~~,; , i;, ;. -'
DATE 02-01-2010
~~~~ FE$ ' ) ~~ ~ ~ ~ 05 ESTATE OF ADAMS BETTY
DATE OF DEATH 01-23-2008
C~E~~ ~1~' FILE NUMBER 21 08-0107
d~~~4~~ ~~~J~T COUNTY CUMBERLAND
FREYRK TILEYY ~~v~~r ~~-'~~'+~` ~;~•, PA ACN APPEAL DATE: 04-02-2010
5 S H A N O V E R S T (See reverse side under Objections )
CARLISLE PA 17013 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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ADAMS BETTY FILE N0.:21 08-0107 ACN: 101 DATE: 02-01-2010
TAX RETURN WAS: CX] ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) •0 0 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) C5) 7,0 0 0.0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 7,000.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) ,0 0
12. Net Value of Tax Return C12) 7, 000.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 222,165.00
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) ,16.00 x 045 = 9,997.00
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)= 9, 997.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-22-2008 CD009595 499.85 9,664.58
04-25-2008 CD009624 .00 12.77
06-02-2009 REFUND .00 479.45-
07-30-2009 CD011552 2.38- 315.00
TOTAL TAX PAYMENT 10,010.37
BALANCE OF TAX DUE 13.37CR
INTEREST AND PEN. .00
TOTAL DUE 13.37CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.