HomeMy WebLinkAbout03-05-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
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. QF "DEDUCT,~IbFI'$ AND ASSESSMENT OF TAX
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SUSAN E LEDERER LAW
5011 LOCUST LANE
HARRISBURG PA 17109
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 03-01-2010
ESTATE OF RISHAR FRANCIS A
DATE OF DEATH 08-12-2008
FILE NUMBER 21 08-0939
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-30-2010
(See reverse side under Objections)
Amount Remitted
MAKE RE ISTERA OFB WI A SD REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
CUT ALONG THIS LINE ---------------------- " '---------------
REV-1547 EX AFP C12-09)DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE
FRANCIS AFILE N0.:21 OS-0939 ACN: 101
ESTATE OF: RISHAR
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED ______________
---
OR
DATE: 03-01-2010
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)
C1)
C2)
(3)
C4)
(6)
C7)
170,000.00
.00
'00
,00
16,750.12
.00
.00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
7. Transfers (Schedule G) C8) 186,750.12
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) 35 106 • 99
clo) 3,716.32
Non-elected 9113 Trusts (Schedule J)
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT DF 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
lg. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS: DISCOUNT (+)
PAYMENT RECEIPT
DATE NUMBER INTEREST/PEN PAID C-)
CD010530 .00
11-14-2008 CD011516 15.00-
07-21-2009 CD011627 1.79-
08-14-2009
00 = .00
045 = .00
12 = 17,751.22
15 = .00
C19)= 17,751.22
16,000.00
1,766.22
2.18
TOTAL TAX PAYMENT 17,751.61
BALANCE OF TAX DUE .39CR
INTEREST AND PEN. .00
TOTAL DUE .39CR
C11) 38,823.31
C12) 147,926.81
C13) . 00
C14) 147,926.81
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
.00 X
(15)
C16) .00 X
C17) 14 7 .92 +.81 X
• 00 X
C18)
AMOUNT PAID
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE li
cn~ rei ~ULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.