HomeMy WebLinkAbout03-19-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 'r ~1R'P'R'At~S`~MT^j ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ Q`F _.~I~~DU~`T~ONS AND ASSESSMENT OF TAX
PO BOX 280601 +1 _,' ~'._ j ,
HARRISBURG PA 17128-0601 ~ '° `"`~ '"` `~' ~ `' '
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JOHN R BEINHAUR (~!~~~+ :,~- ,~" ~.i;` , ~,~~,
NEINBAUR K CURCILLO
3964 LEXINGTON ST
HARRISBURG PA 17109
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 03-15-2010
ESTATE OF COOPER HELEN E
DATE OF DEATH 07-13-2008
FILE NUMBER 21 09-0385
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-14-2010
(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- -_ ~ -R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COOPER HELEN EFILE N0.:21 09-0385 ACN: 101 _______________
OR
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) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 18,477.18
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 18 , 477.18
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 5.0 9 4.91
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6,3 0 3.6 5
11. Total Deductions C11) 11,398.56
12. Net Value of Tax Return C12) 7, 078.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 7, 078.62
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 0 0 = .0 0
16. Amount of Lfne 14 taxable at Lineal/Class A rate C16) 7.078.6 x 045 = 318.54
17. Amount of Line 14 at Sibling rate C17) .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 C19)= 318.54
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-14-2009 CD011864 8.03- 326.83
TOTAL TAX PAYMENT 318.80
BALANCE OF TAX DUE .26CR
INTEREST AND PEN. .00
TOTAL DUE .26CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~~