HomeMy WebLinkAbout03-05-10NOTICE OF INHERITANCE TAX Pennsylvania ~
APPR/~'I'1~~ ~~~'CJr"E OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ,. .. r
INHERITANCE TAX DIVISION OF 9EHllC~T~Q1~S ytAlf~Ih ASSESSMENT OF TAX REY-1547 EX AFP C12-09)
PO BOX 280601 ~ ;'° i~`~v "`` i t,'~ "~k` ` '`
HARRISBURG PA 17128-0601
2QIO~AR-5 AMiI~ O~ArE o3-01-2010
ESTATE OF LIBERATOR EVELYN R
L,~~~~ nr DATE OF DEATH 12-23-2008
QRp~ti'S ~GURT FILE NUMBER 21 09-0144
COUNTY CUMBERLAND
LINDSAY D BAIRD LAW OFFCCUi~~~~:~.-,'?~'.k~} CLL. ~~. ACN 101
37 S HANOVER ST APPEAL DATE: 04-30-2010
CARLISLE PA 17013 (See reverse side under Objections)
Aaount Resitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~1 RETAIN LOWER PORTION FOR
------------------------- YOUR RECORDS
-------------- E'er
------ ______________
---
-----------------------------
REV-1547 EX AFP X12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LIBERATOR EVELYN RFILE N0.:21 09-0144 ACN: 101 DATE: 03-01-2010
TAX RETURN WAS: ()() ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
(2) .QO credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 10,875.21
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 31,916.94
e. Total Assets t8) _ 42,792.15
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 1.8 2 7.4 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions cll) 1,827.42
C12) 40,964.73
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-sleeted 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 40,964.73
NOTE: If an assessaent 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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 4n.964.73 x 045 = 1,843.41
17. Amount of Line 14 at Sibling rate C17) .00 X 12 ° .DO
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
14. Principal Tax Due (19)= 1,843.41
TAX CR EDITS:
PAYMENT RECEIPT DISCOUNT c+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-24-2009 CDOllb53 .00 1,843.41
TOTAL TAX PAYMENT 1,843.41
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 DUf„~^
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. F~i~)1r ~.,