HomeMy WebLinkAbout04-16-10,, ,i r..C Np~'~I ~ INHERITANCE TAX
~'i4.PW1~A.~"SLM~I~'~-~ LOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~'ti~,F~~Dt~c, ~~~d~,N~s AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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CHRISTA M APLIN ~' '``'~ `
JAN L BROWN K ASSOC
845 SIR THOMAS CT 12
HARRISBURG PA 17109
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 04-12-2010
ESTATE OF CASEY BETTY W
DATE OF DEATH 06-26-2009
FILE NUMBER 21 09-0634
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-11-2010
(See reverse side under Objections)
Amount Remitted -l
MAKE CHECK PAYABLE AND REMIT PAYMENTI T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
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 APPRAISEM -----
ENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: CASEY BETTY WFILE N0.:21 09-0634 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) C1) •0 0 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) (5) 66, 975.08
6. Jointly Owned Property (Schedule F) (6) 2, 874.37
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 69 , 849.45
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 4,171.7 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2 2 0.0 0
11. Total Deductions C11) 4, 391.73
12. Net Value of Tax Return C12) 65,457.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 65,457.72
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) 65 . 457.7? x 045 = 2, 945.60
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 (19)= 2, 945.60
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-24-2009 CD011790 5.17 98.32
09-24-2009 CD011791 142.11 2,700.00
TOTAL TAX PAYMENT 2,945.60
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