HomeMy WebLinkAbout04-16-10NOTICE OF INHERITANCE TAX
"'7' ' ~-,--+, ~(RRI~~G~'ENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES`t?__ ,.~"•E__•''_•: ~~~ ! •:
INHERITANCE TAX DIVISION •- °,~,~_ --:-~ ;O~F,aL1~ItUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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NATHAN F ABROt~~~f,,~'`a~`•~ti~. ''°fl , PAa
ABROMSON B ABROMSON
653 W MAIN ST
MOUNT PLEASANT PA 15666
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 04-12-2010
ESTATE OF STEPHAN DOROTHY B
DATE OF DEATH 07-25-2009
FILE NUMBER 21 09-0714
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 RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STEPHAN DOROTHY BFILE N0.:21 09-0714 ACN: 101
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OR
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) .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) 11 , 617.52 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •0 0 submit the upper portion
of this farm with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 46,383.61
6. Jointly Owned Property (Schedule F) (6) 7, 941.00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (s) 65,942.13
~
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. 9.
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4 41.8 0
11. Total Deductions C11) 10,701.03
12. Net Value of Tax Return C12) 55,241.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 55,241.10
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ~ 4 .10 x 045 = 2,485.84
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)= 2,485.84
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-22-2009 CD011883 124.29 2,426.14
04-05-2010 REFUND .00 64.59-
TOTAL TAX PAYMENT 2,485.84
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.r,_~,