HomeMy WebLinkAbout03-19-10NOTICE ,Q.F INHERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES `*~~A~~~~~~ IA.'LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION .,--Q~F: ; DEDUC~!,~!ON'S AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ~-, ~ +` . i_I ` ~;•, - .
HARRISBURG PA 17128-0601
~~~~ ~ ~ 9 p~ ' • ~~ ESTATE OF BEAR5-2010
RAYMOND F
~ ~ ;~ ~-,~ DATE OF DEATH 04-30-2009
~~-~~ n ~h Y FILE NUMBER 21 09-0438
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t; COUNTY CUMBERLAND
ROGER B IRWIN ESq ~~,I~~, ~~ `- ` ~ -•`~~-' ~ Pr, ACN 101
IRWIN 8~ MCKNIGHT APPEAL DATE: 05-14-2010
6 0 W P O M F R E T S T (See reverse side under Objections )
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE - ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BEAR RAYMOND FFILE N0.:21 09-0438 ACN: 101 DATE: 03-15-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 145, 000.00 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 19,501.17
6. Jointly Owned Property (Schedule F) (6) 21 , 593.81
7. Transfers (Schedule G) C7) 77, 774.28
8. Total Assets (8) 263,869.26
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15.8 0 6.8 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8,9 4 2.3 6
11. Total Deductions C11) 24,749.18
12. Net Value of Tax Return C12) 239, 120.08
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 2 3,912.01
14. Net Value of Estate Subject to Tax C14) 215,208.07
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ?1 ~ . 08.07 X 045 = 9, 684.36
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due (19)= 9, 684.36
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-29-2009 CD011543 473.68 9,000.00
09-01-2009 CD011694 .00 210.69
TOTAL TAX PAYMENT 9,684.37
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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 n