HomeMy WebLinkAbout03-12-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APB!„I~~~l~#'~`T'',~~~~I~WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ i~EDI}CT'gN$; d-ND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ~ ~ ~_ '•.J .1~ ~ r .., ,
HARRISBURG PA 17128-0601
~O'~ ~~~ ~ z ~~ 4; Q9 DATE 03-08-2010
ESTATE OF HERR RUSSELL H
Ci~G~{~~~ DATE OF DEATH 05-14-2009
Qf~PH,AN'S CaURT COUNTYUMBER CUMBERLAND
MICHAEL K HERR CUA~L~~~I-1z~Vp CO•. PA : ACN 101
APT 203 APPEAL DATE: 05-07-2010
17 E H I GH ST (See reverse side under Objections)
CARLISLE PA 17013 Aetount Restitted
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: HERR RUSSELL HFILE N0.:21 09-0573 ACN: 101 DATE: 03-08-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,OQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ,00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 77, 087.73
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers [Schedule G) (7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
(s) 77,087.73
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 3 .674.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1 .919.20
11. Total Deductions C11) 5,593.20
12. Net Value of Tax Return (12) 71,494.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 71,494.53
NOTE: If an assessBtent 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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 045 = .00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 71,494.53 )( 15 - 10,724.18
19. Principal Tax Due (19)= 10,724.18
TAX CREDITS:
rnrntni Kt~ttri uiSCOUNT c+~
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-17-2009 CD011628 .00 10,474.18
09-08-2009 CD011717 .00 250.00
TOTAL TAX PAYMENT 10,724.18
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.