HomeMy WebLinkAbout03-05-10,per~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES (~ ., ~}'~"-6-(' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISIDN .D!F ~ IONS AND ASSESSMENT OF TAX
PD BOX 280601 .-;'; ~~ ~ "' ~~ ,' ~ w.
HARRISBURG PA 17128-0601 ''°~`" `~'
20~D MAR _5 AM 11 ~ 0~
CLE~;K Or
ORC'H~!'S ~~URT
ANTHONY L DELUCp~. ~r~'~ j9,y~:!~} t ,~ , PA.
" ~~''~ ,-
113 FRONT ST
PO BOX 358
BOILING SPRINGS PA 17007
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 03-01-2010
ESTATE OF CAWLEY ERIKA K
DATE OF DEATH 05-31-2009
FILE NUMBER 21 09-0539
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-30-2010
(See reverse side under Ob}ections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR
--------------- -------
- YOUR RECORDS H _
----------------- _
--------------
-
-----------------------------
REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CAWLEY ERIKA KFILE N0.:21 09-0539 ACN: 101 DATE: 03-01-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 266,00 0.00 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) 55,803.51 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mort9agesJNotes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) t5) 19,209.49
6. Jointly Owned Property (Schedule F) (6) 9, 182.50
7. Transfers (Schedule G) (7) 157,925.53
8. Total Assets t8) 508,121.03
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 41.061.57
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,655.21
11. Total Deductions C11) 42,716.78
12. Net Value of Tax Return C12) 465,404.25
13. CharitablelGovernmantal Bequests; Nan-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 465,404.25
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.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 46 5.404.2_ X 045 = 20,943.19
17. Amount of Line 14 at Sibling rate C17) .DD X 1 2 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 1 5 = .00
19. Principal Tax Due C19)= 20,943.19
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTERESTIPEN PAID C-)
08-27-2009 CD011676 1,047.16 19,896.03
TOTAL TAX PAYNENT 20,943.19
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. /N~