HomeMy WebLinkAbout04-05-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
TERENCE J BARNA ESQ
BENN LAW FIRM
PO BOX 5185
NOTICE OF INHERITANCE TAX
APP_RA:fi;$;~ME~1'-, `;:'~~GLt;~WANCE OR DISALLOWANCE
bf.'" ,:DEIIUCT.IOl~bS ~ pND ASSESSMENT OF TAX
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YORK PA 17405-5185
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 03-29-2010
ESTATE OF TALLEY CAROL L
DATE OF DEATH 12-27-2008
FILE NUMBER 21 08-1287
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-28-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ ~ -R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS F-'
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEME
NT, ALLOWANCE _ ______________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: TALLEY CAROL LFILE N0.:21 08-1287 ACN: 101 DATE: 03-29-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 72,250.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 30,261.69
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 119, 607.32
s. Total Assets C8) 222, 119. O1
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ 7_2.3 0 9.8 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 36,278.82
11. Total Deductions C11) 48,588.70
12. Net Value of Tax Return C12) 173,530.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 173,530.31
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 138.577. 8 x 045 = 6,235.98
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 34,953.03 X 15 = 5,242.95
19. Principal Tax Due C19)= 11 , 478.93
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-24-2009 CD011043 395.44 7,513.29
09-24-2009 CD011795 .00 3,570.22
TOTAL TAX PAYMENT 11,478.95
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
* 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 iNSTRUCTroNC_
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