HomeMy WebLinkAbout03-19-10NOTICE OF INHERITANCE TAX
Al~pf~k~~SfEM~~IT~;~,~-~~°OWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES -
INHERITANCE TAX DIVISION .iQF_ :~D~~)U"C'T~~,~~VS~, AND ASSESSMENT OF TAX
PO BOX 280601 ~ i_~._d:, ! ~i ~ 'U`i : S ~, ,
HARRISBURG PA 17128-0601
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BRADLEY L GRIFFIE ~~~~ ~~l ~ ~ ~{ f:"~~' ~~'
GRIFFIE B ASSOCIATES
200 N HANOVER ST
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 03-15-2010
ESTATE OF LINDSAY FRANCES M
DATE OF DEATH 12-10-2008
FILE NUMBER 21 09-0015
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 YDUR RECORDS ~ _
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LINDSAY FRANCES MFILE N0.:21 09-0015 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) (1) .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) 81,383.98 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) (5) 60,258.47
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 9,569.01
8. Total Assets c8) 151 , 211 .46
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 12.4 2 2.4 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,6 3 7.78
11. Total Deductions C11) 17, 060 .21
12. Net Value of Tax Return C12) 134, 151 .25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 134, 151 .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 C15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 34 . 1 1 ~ X 045 = 6, 036.81
17. Amount of Line 14 at Sibling rate C17) .~ 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)= 6, 036 .81
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-09-2009 CD010979 301.84 6,000.00
TOTAL TAX PAYMENT 6,301.84
BALANCE OF TAX DUE 265.03CR
INTEREST AND PEN. .00
TOTAL DUE 265.03CR
* 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.