HomeMy WebLinkAbout04-16-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES .' f;4 ~~
INHERITANCE TAX DIVISION ,-~•--A~ ;~E~Q4rj~ ~ONS AND ASSESSMENT OF TAX
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LAW OFCS OF PAUL ORR
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CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REV-1.547 EX AFP C12-09)
DATE 04-12-2010
ESTATE OF SOLLENBERGER MARGARET J
DATE OF DEATH 03-21-2009
FILE NUMBER 21 09-0301
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-11-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APP
RAISEME -------------
NT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: SOLLENBERGER MARGARET JFILE N0.:21 09-0301 ACN: 101 DATE: 04-12-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 75, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2,0 6 3.01
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets cB) - 77, 063. O1
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 21.3 5 2.9 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6,8 6 9.01
11. Total Deductions (11) 28,221.99
12. Net Value of Tax Return C12) 48,841.02
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 48,841.02
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 return s 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) 4 8 .841.02 X 045 = 2, 197.85
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) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 2, 197.85
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-20-2009 (0011877 .00 2,197.85
TOTAL TAX PAYMENT 2,197.85
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. '`~~
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