HomeMy WebLinkAbout02-05-10BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
F{ARRISBURG PA 17128-0601
pennsylvania ~
NOTICE OF INHERITANCE TAX
APPR4-•.~~~M,~NT ~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
TAXE~r ~, ,;~ _~'~ ~; ;~~~`TIONS AND ASSESSMENT OF TAX REV-1547 IX AFP a2-o9)
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RICHARD W STE 1V `,r~;.h~,Gi'°'' ~{~ ~~1
JOHNSON DUFFI
PO BOX 109
LEMOYNE PA 17043-0109
DATE 01-19-2010
ESTATE OF ROUKE LINDA A
DATE OF DEATH 07-18-2008
FILE NUMBER 21 08-0866
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-20-2010
(See reverse side under Objections)
Amount Remitted
MAKE REGISTERA OFB WILLSD REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ RETA_IN LOWER PORTION FOR YOUR RECORDS E"~ _
' C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
REV-1547 EX AFP DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ACN: 101 DATE: 01-19-2010
iiNDA AFILE N0.:21 08-0866
ESTAI~ ur: Ruu^'-
TAX RETURN WAS: cX) ACCEPTED AS FILED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest cSchedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property cSchedule E)
6. Jointly Owned Property cSchedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
L0. Debts/Mortgage Liabilities/Liens cSchedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subiect to Tax
c ) CHANGED
cl) 89,900.00
c2) 11,370.72
c3) .00
c4) .00
c5) 28 ,171 .53
c6) 6,403.70
c7) 4,247.51
C9) ;; _ ~R1 . 43
clo) 5,710.74
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cB) 140.093.46
cll) 39,392.17
c12) 100,701.29
c13) .00
c14) 100,701.29
Non-elected 9113 Trusts cSchedule J)
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
Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
17.
lg. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS: ____ DlscouNT c+)
PAYMENT °`~`~~~ INTEREST/PEN PAID C-)
DATE NUMBER
CD010407 739.28
_ln-2oo8
(15) .00 X
C16) .00 X
C17) 1 0 6~1_ .71 X
cls) 90,050.08 x
AMOUNT PAID
00 = .00
045 = .00
12 = 1,278.15
15 = 13,507.51
c19)= 14,785.66
TOTAL TAX PAYMENT 20,739.28
BALANCE OF TAX DUE 5,953.62CR
INTEREST AND PEN. .00
TOTAL DUE 5,953.62CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE AF REFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS,DU~
__., ...i rill e7TnN OF ADDITIONAL INTEREST.