HomeMy WebLinkAbout02-16-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TaxESAPP12itIS~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX Drv1S1DN -. O.F,~ INDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -~ ~- - - _
HARRISBURG PA 17128-0601 -- - -~
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EDWARD P SE IC`"~'C:~ ;"<` ~';~`. t'i ~ ~P.
JAMES ETAL
555 GETTYSBURG PIKE
MECHANICSBURG PA 17055
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 02-08-2010
ESTATE OF FISHER NANCY C
DATE OF DEATH 11-15-2008
FILE NUMBER 21 08-1142
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-09-2010
(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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FISHER NANCY (FILE N0.:21 08-1142 ACN: 101 DATE: 02-08-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
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 (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
~1) 216,594.00 NOTE: To ensure proper
~2) 273,483.83 credit to your account,
0 0 submit the upper portion
(3) . of this form with your
(4) • 00 tax payment.
c5) 14,928.88
c6) .00
C7) 380,055.59
c8) 885,062.30
~q) 21 .305.19
clo) 855.68
11. Total Deductions (11) 22, 160.87
12. Net Value of Tax Return X12) 862,901.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 862,901.43
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 C16) 86 .901 .4~ x 045 = 38,830.56
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due (19)= 38,830.56
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-13-2009 CD010902 1,894.74 36,000.00
08-12-2009 CD011618 .00 935.82
TOTAL TAX PAYMENT 38,830.56
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.