HomeMy WebLinkAbout03-19-10NOTICE OF INHERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES AP~C~`~~r;,.-44L~QWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION , ~ ~,'I~~.11CTI0l~S ~.~iND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
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HARRISBURG PA 17128-0601 ~`~ `'~'
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J ESTATE OF BURK THEDA K
DATE OF DEATH 06-05-2009
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.~~_,,,~. !~,~; FILE NUMBER 21 09-0842
Q~p~`~f~~~ .~ ~',~~~~~ COUNTY CUMBERLAND
EDMUND G MYERS ~~R~: _ _. ~:' _ ~"';_, ~n ACN 101
JOHNSON DUFFIE y APPEAL DATE: 05-14-2010
P O BOX 10 9 (See reverse side under Objections )
LEMOYNE PA 17043 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG-THIS LINE-- - ~ RETAIN LOWER PORTION-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: BURK THEDA KFILE N0.:21 09-0842 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) •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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,2 91.7 7
6. Jointly Owned Property (Schedule F) (6)- 45, 137.15
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 48 , 428.92
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2.16 4.4 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3 21.14
11. Total Deductions C11) 2,485.59
12. Net Value of Tax Return (12) 45, 943.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 45, 943.33
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 C16) 45.943.33 x 045 = 2, 067.45
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)= 2, 067.45
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-05-2009 CD011718 103.37 1,964.08
TOTAL TAX PAYMENT 2,067.45
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.