HomeMy WebLinkAbout04-23-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES "\ _ ~p~~A~1~S•;E~~1~,]'; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ -Of~'-D_EI?WC~'IONS AND ASSESSMENT OF TAX
PO BOX 280601 ",~ ; `; ~ ;,~ ~, '~,'s _ ..
HARRISBURG PA 17128-0601
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MURREL R WALTERSC~,,~,~~~~~ ~'`~~' ~'~ -' _ {~%a~
54 E MAIN ST
MECHANICSBURG PA 17055
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DEPARTMENT OF REVENUE
REV-:L547 EX AFP C12-09)
DATE 04-19-2010
ESTATE OF ENCK ANNABEL E
DATE OF DEATH 04-17-2008
FILE NUMBER 21 08-0530
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-18-2010
(See reverse side under Objections)
Amount Remitted -1
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 f- _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ENCK ANNABEL EFILE N0.:21 08-0530 ACN: 101 _______________
OR
DATE: 04-19-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) 6 0 4.9 7 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 Q rredit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
.0 0 of this form with your
i:ax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 39, 058 .80
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) _ 39 , 663.77
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1,15 .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,515.14
11. Total Deductions C11) 2, 667.14
12. Net Value of Tax Return C12) 36, 996.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) _ 1 , 255, 941.64
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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 0 4 5 = .0 0
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) 1 , 255, 941.64 X 15 = 188, 391.24
19. Principal Tax Due (19)= 188, 391 .24
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-11-2008 CD009999 7,368.42 140,000.00
01-07-2009 CD010736 .00 35,841.75
09-11-2009 REFUND .00 368.42-
ll\ I GRCJ 1 1J I. rIHKI~CU ~ P'~KUUbFi U'j-UC{-1[]10
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 182,841.75
BALANCE OF TAX DUE 5,549.49
INTEREST AND PEN. 328.31
TOTAL DUE 5,877.80
* 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.