HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX Pennsylvania ~
~~ ~" JKP~I~'A~~NT, ALLOWANCE 0R DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION -~Fi ..I~~H~UCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP (12-09)
PO BOX 280601 ~k ~, `,~ ~'. , ;~- ,,t! ! ..~
HARRISBURG PA 17128-0601
2Q~4 ~~R 26 P~ ~~; [~ i DATE 03-22-2010
ESTATE OF (ROCKER CARL L
nt~ DATE OF DEATH 01-10-2009
li~~i~(\ ~~%" FILE NUMBER 21 09-0051
ORPNAl ~+? vi}~}~~ COUNTY CUMBERLAND
JOHN R COX CP~~;~"><,{ ~~ ;~ _ ~ . "'~~ ACN 101
317 3RD STREET B APPEAL DATE: 05-21-2010
NEW CUMBERLAND PA 17070 (See reverse side under Objections)
Awount Rea~itted~
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 !~'
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: (ROCKER CARL LFILE N0.:21 09-0051 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 251,4 27.00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) I3) . 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) 9,765.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (B) 261 > 192.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 37.05 6.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 37,056.00
12. Net Value of Tax Return (12) 224, 136.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .00
14. Net Value of Estate Subject to Tax (14) 224,136.00
NOTE: If an assess.ent was issued previously, lines 14, 15 andlor 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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ?19.80;_00 x 045 = 9,891.00
17. Amount of Line 14 at Sibling rate (17) .00 X 1 2 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 4,333.00 X 15 = b49.95
19. Principal Tax Due C19)=' 10,541.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTERESTlPEN PAID (-) AMOUNT PAID
03-23-2009 CD011030 463.16 8,800.00
09-11-2009 CD011743 .00 1,278.00
TOTAL TAX PAYMENT 10,541.16
BALANCE OF TAX DUE .16CR
INTEREST AND PEN. .00
TOTAL DUE .16CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CkEDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THI5 FORM FOR INSTRUCTIONS. ^~