HomeMy WebLinkAbout04-30-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~,f APPR~~~~g~f, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - OF ~~II,u-CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 I .l,'', ~.~~ s ~ i ~;,; ~ , _ .
HARRISBURG PA 17128-0601
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SHARON WILKINS,,~~-`_;~=,' ,~' ~~:~ a~,
1300 LIGIONIER ST
LATROBE PA 15650
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 04-26-2010
ESTATE OF BURNS THELMA
DATE OF DEATH 06-29-2007
FILE NUMBER 21 07-0906
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-25-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT 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: BURNS THELMA FILE N0.:21 07-0906 ACN: 101 DATE: 04-26-2010
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) C2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) C5) 3,0 0 7.0 0
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 563, 283.00
8. Total Assets C8) 566 , 290.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,4 8 8.0 0
11. Total Deductions C11) 7,488.00
12. Net Value of Tax Return C12) 558, 802.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 558,802.00
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) S~8 . 80 . 00 x 045 = 25, 146.00
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)= 25, 146.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-01-2007 CD008781 .00 22,792.00
INTEREST IS CHARGED THROUGH 05-11-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 22,792.00
BALANCE OF TAX DUE 2,354.00
INTEREST AND PEN. 276.83
TOTAL DUE 2,630.83
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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