HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX Pennsylvania ~
' -~''~ "~" '~`- ~~ MENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOF REVENUE
BUREAU OF INDIVIDUAL T/CXES ~~~~
INHERITANCE TAX DIYISION {;~ i A -_~, ,:, Q,F_ D'EDUCTIONS AND ASSESSMENT DF TAX REY-1547 EX AFP (12-09)
PO BOX 280601 ~ ~ -
HARRISBURG PA 17128-0601
Z~~~ ~QR 26 P~ ~~; ~#~ DATE 03-22-2010
ESTATE OF BUCHER SR WILLIAM T
e~E~~ ~~~ DATE OF DEATH 09-16-2008
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ORP~A~ } t~ FILE NUMBER 21 OS-0970
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MARIELLE F ACN 101
HAZEN ELDER LAW APPEAL DATE: 05-2 1-2010
2000 LINGLESTOWN RD 2 (See reverse side under Objections)
HBG PA 17110 ABtount Reeitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~1 RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BUCHER SR WILLIAM TFILE N0 .:21 08-0970 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: CX) ACCEPTE D AS FILED C ) 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) 284,332.66 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •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) C5) 1 0,849.01
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 248,000.00
e. Total Assets t8) 543,181 . b7
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4 9.776.99
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,695.2 9
11. Total Deductions (11) 51,472.28
12. Nat Value of Tax Return (12) 491,709.39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Yalue of Estate Subject to Tax (14) 491,709.39
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include tha 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) 491 .709.39 x 045 = 22,126.92
17. Amount of Line 14 at Sibling rate C17) _DO X 12 = .00
18. Amount of Lin® 14 taxable at Collateral/Class B rata (18) •00 X 1 5 = .00
19. Principal Tax Due (19)= 22,12b.92
TAX CREDITS:
YAYMtNI KEGtLPI DLSCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-11-2008 (0010640 789.47 15,000.00
06-15-2009 (0011375 .00 6,162.26
09-18-2009 (0011766 2.25- 177.44
03-15-2010 SBADJUST .00 .O1
TOTAL TAX PAYMENT 22,126.92
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. /~