HomeMy WebLinkAbout02-05-10N_OTIC(_E,-OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~ M1'S~M~~T~'`ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION - ~.}tOF~D~Dtlf~TI;,ONS AND ASSESSMENT OF TAX REV-1547 EX AFP Q2-09)
~0 BOX 280601 4 ~~~~i t =~ `*•' ` "• `
iARRISBURG PA 17128-0601
Z~~~F~S _5 ~~~~. ~~ DATE 02-01-2010
ESTATE OF DILLER RUSSELL E
C~EF~~C~~ DATE OF DEATH 04-18-2009
~~~,~ ~~~~~-~ FILE NUMBER 21 09-0381
STEVE E DILLER ,('~~,~~' _~"~~~~~~.` ~~•. ~~ COUNTY CUMBERLAND
ACN 101
35 BLUE BIRD LN APPEAL DATE: 04-02-2010
WI NNSBORO SC 29180 (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 (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DILLER RUSSELL EFILE N0.:21 09-0381 ACN: 101 DATE: 02-01-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 230,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .QO credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 500,45 2.48
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 730 , 452.48
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14.192.8 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 14,192.82
12. Net Value of Tax Return (12) 716,259.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 716,259.66
NOTE: If an assesswent 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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 624 .826.33 x 045 = 28, 117.18
17. Amount of Line 14 at Sibling rate C17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 91,433.33 )( 15 = 13,715.00
19. Principal Tax Due (19)= 41,832.18
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT c+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-26-2009 CD011385 2,091.61 41,832.18
TOTAL TAX PAYMENT 43,923.79
BALANCE OF TAX DUE 2,091.61CR
INTEREST AND PEN. .00
TOTAL DUE 2,091.61CR
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. ~