HomeMy WebLinkAbout04-30-10ti ,., .,rr~ ,-•w~•,~1 T•I~CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APpRA~S~E T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ `- ~ '~ ; w'OF'-DE,1l~~~TI ONS AND ASSESSMENT OF TAX
PO BOX 280601 ~.~~~_ ~~ ~~~`' • ``~ ~ "+
HARRISBURG PA 17128-0601
~ta~t3 ~~61 ~~ ~~ i ~' ~ [
r,
MURREL R WALTER~~~'~rI `_ ...~`, .`;'~`r . ~~,
54 E MAIN ST
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 04-26-2010
ESTATE OF ALBERT DOROTHY M
DATE OF DEATH 02-20-2009
FILE NUMBER 21 09-0195
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 SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALBERT DOROTHY MFILE N0.:21 09-0195 ACN: 101
------------------
OR
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) (1) 44,537.04 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) C5) 4,2 8 2.9 6
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 48 , 820.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 11.713.0 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,0 4 8.8 6
11. Total Deductions C11) 14,761.93
12. Net Value of Tax Return C12) 34, 058.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 34, 058.07
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 (16) 34.058.07 x 045 = 1 , 532.61
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 (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 1,532.61
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-13-2009 CD011985 .00 1,532.61
TOTAL TAX PAYMENT 1,532.61
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. ~l
~I •