HomeMy WebLinkAbout04-05-10NO,.T~E OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES ,~4PI~R~I'S~'~EI~.T, ALLOWANCE OR DISALLOWANCE
- DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF ~~DE~t}.~1C~IONS AND ASSESSMENT OF TAX
PO BOX 280601 - ~.-- REV-1547 EX AFP C12-09)
HARRISBURG PA 17128-0601 "'+~` '~ y ~ /
~~~ ~~~ -ej ~~ ~L• ~`$ DATE 03-22-2010
ESTATE OF WILBUR SHIRLEY J
~L~~~` {~~ DATE OF DEATH 12-23-2008
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" FILE NUMBER 21 09-0044
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1 W HIGH ST STE 208 ACN
101
APPEAL DATE: 05-2
1-2010
P 0 BOX 12 9 0 (See reverse side under Objections )
CARLISLE PA 17013
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 _
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILBUR SHIRLEY JFILE N0 .:21 09-0044 ACN: 101 DATE: 03-22
-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
0 0
2. Stocks and Bonds (Schedule B) . NOTE: To ensure proper
(2) .0 Q credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Sched .
ule E) C5) 10, 000.00 tax payment.
6. Jointly Owned Property (Schedule F) (6) 14, 639.18
7. Transfers (Schedule G) C7) 64, 938.54
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 89,577.72
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11.11_
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7 81.0 0
11. Total Deductions
12• Net Value of Tax Return C11) 11,894.35
C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 77,683.37
14. Net Value of Estate Subject to Tax C13) .0 0
C14) 77, 683.37
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
reflect figures that include the total
ASS ,
,
of ALL returns assessed to d t and 19 will
ESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
0 0
0 0 =
16. Amount of Line 14 taxable at Lineal/Class A rate .
X
.0 0
C16) 77
683 ~
17. Amount of Line 14 at Sibling rate .
7 x 045 =
3, 495.75
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0
15 =
19. Principal Tax Due X .0 0
TAX CREDITS:
(19)=
3,495.75
PAYMENT RECEIPT
DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-14-2009 CD010766 174
79
. 5,000.00
TOTAL TAX PAYMENT 5,174.79
BALANCE OF TAX DUE 1,679.04CR
INTEREST AND PEN. .00
TOTAL DUE 1,679.04CR
* 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.
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