HomeMy WebLinkAbout02-16-10NOTICE OF INHERITANCE TAX Pennsylvania ~
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION, - ;_ Q!~ DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PD BOX 280601
HARRISBURG PA 17128-0601 _
DATE 02-08-2010
tc P t• ~3 ESTATE OF BELL JR WHITFIEL D J
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V DATE OF DEATH 01-02-2009
~ ~~ FILE NUMBER 21 09-0026
CL~~:,• ~ ~ ART COUNTY CUMBERLAND
JAMES D FLO ~~`~, ~P
~~ ACN 101
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SAIDIS ET
} R ~ -~' - - APPEAL DATE: 04-09-2010
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2 6 W H I G H 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
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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: BELL JR WHITFIELD JFILE N0.:21 09-0026 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) (1) 177,670.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 731,726.21 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) C4) •~~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 49,506.97
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets Is) 958,903.18
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 24.337.20
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 25,354.70
11. Total Deductions C11) 49,691.90
12. Net Value of Tax Return (12) 909,211.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 64,000.00
14. Net Value of Estate Subject to Tax (14) 845,211.28
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.
ASSESS MENT 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 C16) .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 845,211.28 X 15 = 126,781.69
19. Principal Tax Due C19 )= 126,781.69
TAX CR EDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-25-2009 CD011040 6,236.84 118,500.00
07-31-2009 CD011567 .00 2,044.85
TOTAL TAX PAYMENT 126,781.69
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" (CR), YOU MAY BE UE~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.