HomeMy WebLinkAbout02-16-10NOTICE OF INHERITANCE TAX
APPRAIS~MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES _'' OF D"EDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601 ~,, :
HARRISBURG PA 17128-0601 - -
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LEMOYNE PA 17043
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 02-08-2010
ESTATE OF DERR MARY E
DATE OF DEATH 01-27-2009
FILE NUMBER 21 09-0394
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 F-- _ _______________
REV-1547 EX AFP (12-09~
S ANDRASSESSMENTAOFOTAXCE
R
N OR
DEDUCTION
OF
DISALLOWANCE
MARY EFILE N0.:21 09-0394 ACN: 101 DATE: 02-08-2010
ESTATE OF: DERR
TAX RETURN WAS: C)() ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
•00
NOTE: To ensure proper
1. Real Estate (Schedule A) C1) .00 credit to your account,
2. Stocks and Bonds (Schedule B) (2)
00 submit the upper portion
Closely Held Stock/Partnership Interest (Schedule C)
3 C3) .
00 of this form with Your
t
.
4. Mortgages/Notes Receivable (Schedule D) C4) •
6,991.00 .
tax paymen
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) ,00
6. Jointly Owned Property (Schedule F) (6)
294,848.00
7. Transfers (Schedule G)
(7)
00
839
301
CB) .
,
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
C9) 46.378.00
Clo) 5,159.00
Non-elected 9113 Trusts (Schedule 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
17. Amount of Line 14 at Sibling rate
cli) 51,537.00
C1z) 250,302.00
C13) .00
C14) 250,302.00
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
04-23-2009 CD011148 563.20
C15) .00 X
C16) 25 n .302.00 X
C17) .00 x
c18) • 00 X
AMOUNT PAID
,0
00 = .00
045 = 11,264.00
12 = .00
15 = .00
C19)= 11,264.00
TOTAL TAX PAYMENT 14,563.20
BALANCE OF TAX DUE 3,299.20CR
INTEREST AND PEN. .00
TOTAL DUE 3,299.20CR
* 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.