HomeMy WebLinkAbout04-09-10pp NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES A`,~"~~~3~t' gWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION E '~{?f-~4~}~~f 1-$ND ASSESSMENT OF TAX
PO BOX 280601 ~x ~sd ,°~~ ~. ~ ,, '_ ~ ~;~ ~ ~ REV-1547 EX AFP C12-09)
HARRISBURG PA 17128-0601 f i~E~l~,tf :..t~ 1J~ i:.;,rJ
~fl10 APR -~ aM i ~: o$
C~.ERK ~JF
MICHAEL A SCHERER ES ~~ ~~~
O B R I E N E TA L Q~F~ ~. • ~-
19 W SOUTH ST
CARLISLE PA 17013
DATE 04-05-2010
ESTATE OF MARSTON BETTY J
DATE OF DEATH 03-28-2008
FILE NUMBER 21 08-0645
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-04-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MARSTON BETTY JFILE N0.:21 08-0645 ACN: 101 _ ___
OR
DATE: 04-05-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 0 0
. NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .Op credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4)
0 0 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 16, 18 9.67
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 16 , 189.67
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g)_ 8. 8.8 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 8,528.86
12. Net Value of Tax Return C12) 7, 660 .81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 7, 660 .81
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) 7, 660.81 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17)
0 0 X 12 =
.
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0
X 15 .0 0
= .0 0
19. Principal Tax Due
TAX CREDITS: (19) = .0 0
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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.
~Y~-.