HomeMy WebLinkAbout03-05-10NO,,T,~iI INHERITANCE TAX pennsyLvania ~
BUREAU OF INDIVIDUAL TAXES ~~ ~ Fa^'V~ `^~LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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INHERITANCE TAX DIVISION _~C i~I~~UC,Tt~®1'IS AND ASSESSMENT OF TAX REY-1547 EX AFP (12-09)
PO BOX 280601 ~s~~~. ,1 w; ~ ~,; ~
HARRISBURG PA 17128-0601 u
201 MAR ^~ ar''t i o4 ESTATE OF BODTORFO 10 MABEL D
C~~R~ ~~ DATE OF DEATH 11-19-2008
~, r,~v~T FILE NUMBER 21 08-1181
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KARL R BODTORF ~,~~~~ ACN 101
302 W MAIN ST APPEAL DATE: 04-30-2010
TAYLORS SC 29687 (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: BODTORF MABEL DFILE N0.:21 08-1181 ACN: 101 DATE: 03-01-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 159,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 78,08 0.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •~~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 54,962.00
6. Jointly Owned Property (Schedule F) (6) 24,658.00
7. Transfers (Schedule G) (7) .00
E. Total Assets (B) 316.700.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 41.062.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 41,062.00
12. Net Value of Tax Return (12) 275,638.00
13. Charitable/Governmental Bequests; Non-sleeted 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 275,638.00
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
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 (+)
DATE NUMBER INTEREST/PEN PAID C-)
08-18-2009 CD011638 .00
(15) .00 x 00 = .00
C16) 275.638.00 x 045 = 12,403.71
C17) _ 00 X 12 = . 00
(ls) .00 x 15 = .00
(19)= 12,403.71
AMOUNT PAID
TOTAL TAX PAYMENT 12,403.71
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.