HomeMy WebLinkAbout04-23-10NOTICE OF INHERITANCE TAX pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION •'•'~ ~ ~~` ~: UiF~DBDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~..; ~..~ ._ ~.~: REV-1547 EX AFP• (12-09)
HARRISBURG PA 17128-0601 -~'•`
~.
DATE 04-19-2010
~EO J~F~'O ~3 P~ I~; ~#~ ESTA TE OF JOYCE GERALDINE L
DATE OF DEATH 11-12-2007
FILE NUMBER 21 07-1095
THERESA L SH~~`~`~ rfn~ 1}~T COUN TY CUMBERLAND
WIX ETAL ~, ~;~ ACN
~~~~~ ~^l- '~-}' ' .. ~ r; 101
APPEAL DATE : 06 -18 -2010
4 7 0 5 D U K E S T (See reverse side under Objections )
HBG PA 17109 Amou nt Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ____~--> R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS E--
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JOYCE GERALDINE LFILE N0.:21 07-1095 ACN: 101 DATE: 04-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) 229, 900.00 p~OTE• To e
2. Stocks and Bonds (Schedule B) nsure proper
(2) ,p 0 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) of this form with your
(4)
0 0
.
1:ax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,5 7 7.9 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 231 , 477.90
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7.9 0 4.~
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11 . Total Deductions C11) 27, 904 .53
12. Net Value of Tax Return C12) 203,573.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 634,642.96
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) 6 4.64 .96 x 045 = 28,558.93
17. Amount of Line 14 at Sibling rate C17) 0 0 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0
.0 0 X 15 =
0 0
19. Principal Tax Due .
TAX CREDITS: (19)= 28,558.93
-
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-05-2008 CD009373
09-24-2009
CD011798 .00 23,000.00
11-02-2009
REFUND 353.83- 6,537.83
.00 10,139.70-
INTEREST IS CHARGED THROUGH 05-04-2010 TOTAL TAX PAYMENT 19,044.30
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 9,514.63
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 206.69
TOTAL DUE 9,721.32
* 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''~