HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX Pennsylvania ~
`~~~t~ %(-p~ ~ ~~NT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION !f ~ ,`O F, fp~~UCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP Q2-09)
PO BOX 280601 ~ l':J ... , tie .
HARRISBURG PA 17128-0601
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CHARLENE FEU(ut-1~'EFCB'~~'R`6~R'....~., PA.
ORRSTOWN BANK
PO BOX 250
SHIPPENSBURG PA 17257
DATE 03-22-2010
ESTATE OF WILLIAMS JUNE M
DATE OF DEATH 12-17-2008
FILE NUMBER 21 09-0100
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-21-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMYT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~-- RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILLIAMS JUNE MFILE N0.:21 09-0100 ACN: 1D1 DATEe na_~~_~nln
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0
MOTE: To ensure proper
2. Stocks and Bonds (Schedule H) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
Cf this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 kax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 208,968.17
6. Jointly Owned Property [Schedule F) C6) .00
7. Transfers (Schedule G) I7) 22,213.97
e. Total Assets c8) _ 231,182.14
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 14.526.09
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9.75
11. Total Deductions (11) 14,535.84
12. Net Value of Tax Return C12) 216,646.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 216,646.30
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
03-16-2009 CD011005 315.79
09-17-2009 CD011756 .00
c15) .00 X 00 = .00
c16) 21; .446.30 x 045 = 9, 605.08
cln a.2DD_DD x 12 ~ 384.00
clB) .00 X 15 .00
c19)~ 9,989.08
AMOUNT PAID
V, V V V. V V
3,689.08
TOTAL TAX PAYMENT 10,004.87
BALANCE OF TAX DUE 15.79CR
INTEREST AND PEN. .00
TOTAL DUE 15.79CR
* 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 IF OR INSTRUCTIONS.
~'Ny1