HomeMy WebLinkAbout02-16-10 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
JERROLD A SULCOVE
82 W QUEEN ST
CHAMBERSBURG
--.N4Ti:C:~ ,~F INHERITANCE TAX
APPRAISEMEN'~". 1~LLOWANCE OR DISALLOWANCE
OF D~D~lC`f I'~OI~S AND ASSESSMENT OF TAX
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
2~~~ ~~~ ~ U ~~~ ~~ ~~ DATE 02-08-2010
ESTATE OF MAY LOUISE A
?~; (1j- _ DATE OF DEATH 01-17-2008
L~Ei
Q~~~~"'4 ~;~;~`,~i~~ FILE NUMBER 21 08-0130
p~~Fr,. ? I - t +~~s., ~ ~~ COUNTY CUMBERLAND
ES~~j` ~ - ACN 101
APPEAL DATE: 04-09-2010
PA 17201 (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 E-
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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: MAY LOUISE AFILE N0.:21 08-0130 ACN: 101 DATE: 02-08-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1)
.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
.00
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) C5) 5,35 3.06
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 5,353.06
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12.771.96
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 17.79
11. Total Deductions C11) 12,789.75
12. Net Value of Tax Return (12) 7,436.69-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 421,241.60
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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 421.241.60 x 045 = 18,955.87
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 18,955.87
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-09-2008 CD009536 315.79 6,000.00
10-10-2008 CD010398 .00 12,974.73
TOTAL TAX PAYMENT 19,290.52
BALANCE OF TAX DUE 334.65CR
INTEREST AND PEN. .00
TOTAL DUE 334.65CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU~-
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~`;