HomeMy WebLinkAbout04-16-10~;:~~ ~-~. ~RITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRAISFI'-~N~'AI!I~~~E OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF I1E~11C1'~Qh1S" If ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
~~'O~~" ~b ~~~~~ GATE 04-12-2010
ESTATE OF BARYON LOIS H
C~R~ (~~' DATE OF DEATH 05-31-2009
~~~~'~ t`(~~~~r FILE NUMBER 21 09-0581
~ ~,,
} ~r~-'nt ,, . .
~~~'~ ~~''`~:r ~. `;'~'~ ; ;~ ~~ COUNTY CUMBERLAND
MICHAEL L BANGS ~"`'
ACN 101
429 S 18TH ST APPEAL DATE: 06-11-2010
CAMP H I L L P A 17 011 (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 RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARYON LOIS HFILE N0.:21 09-0581 ACN: 101 DATE: 04-12-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) 92,852.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) (5) 60,732.90
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 190,242.45
8. Total Assets (8) 343,827.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 2 3.5 91.6 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 19 2.4 6
11. Total Deductions C11) 23,784.10
12. Net Value of Tax Return C12) 320, 043.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 320,043.25
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 d ate.
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) 320.043. X 045 = 14,401.95
17. Amount of Line 14 at Sibling rate C17) .00 X 12 -~ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 14,401.95
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-26-2009 CD011674 720.10 13,700.00
04-05-2010 REFUND .00 18.15-
TOTAL TAX PAYMENT 14,401.95
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