HomeMy WebLinkAbout04-30-10.~,~,,.,,,~„,r.~_~,: {-,,'!~IC,~ OF INHERITANCE TAX
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~'.`~_ APP`Cft4'I:5~8 ~@ ~i~ ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ._, ,,-
INHERITANCE TAX DIVISION ~ Off- ~EI~U~~'r~ONS AND ASSESSMENT OF TAX
PO BOX 280601 `..,•. ',.:;:,: ' ~_ ~ .. - ,
HARRISBURG PA 17128-0601
STEPHEN L BLOOM
IRWIN 8~ MCKNIGHT
60 W POMFRET ST
CARLISLE
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PA 17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 04-26-2010
ESTATE OF AUSTIN ELLA L
DATE OF DEATH 03-23-2009
FILE NUMBER 21 09-0336
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- ~ --
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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: AUSTIN ELLA LFILE N0.:21 09-0336 ACN: 101 ---
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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) C1) 160,410.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 22,893.20 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 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) 56,492.20
6. Jointly Owned Property (Schedule F) (6) 1 , 569 .52
7. Transfers (Schedule G) (7) 11 , 805.40
cs) 253, 170.32
s. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 16.5 54.5 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 24,954.87
C11) 41,509.40
11. Total Deductions 660 .92
211
12. Net Value of Tax Return (12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
ct to Tax
S
bj
t
t
f E c14) 211 , 660 .92
14. e
e
u
s
a
Net Value o
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.
ASSESS MENT 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) .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 C 18) 211 , 660.92 X 15 = 31 , 749.14
19. Principal Tax Due c19)= 31,749.14
rex ro ~nrTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-23-2009 CD011392 1,551.46 29,477.74
10-26-2009 CD011899 .00 719.99
TOTAL TAX PAYMENT 31,749.19
BALANCE OF TAX DUE .05CR
INTEREST AND PEN. .00
TOTAL DUE .05CR
* 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.
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