HomeMy WebLinkAbout04-30-10NOTICE OF INHERITANCE TAX pennsy van~a ~
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BUREAU OF INDIVIDUAL TAXES APPRA~I"~~1'~t1~IT, ~~~=1CE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF ~~DUCT~ONS ,?A-ND~ ASSESSMENT OF TAX REV-1547 EX AFP U.2-09)
PO BOX 280601 '' ~ ""' ` `-' ' ~~' - ~-~ -
HARRISBURG PA 17128-0601
~~;~Q ~~~ ~~ ~ ~~; ~ ATE 04-26-2010
ESTATE OF DEITCH JUNE P
DATE OF DEATH 05-07-2009
U~1_~~ (,~; FILE NUMBER 21 09-0503
~ '~"~~''''~ COUNTY CUMBERLAND
JAN M WILEY ~ ~ °s~ -' ~~~' ~ ~~"~ ACN 101
THE WILEY GROUP PC APPEAL DATE: 06-25-2010
13 O W C H U R C H S T R E E T (See reverse side under Objections )
DILLSBURG PA 17019 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
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DEITCH JUNE PFILE N0.:21 09-0503 ACN: 101 DATE: 04-26-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) •~ ~ NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 14,865.08 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) (4) 3 0,0 0 0.0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,35 2.7 5
6. Jointly Owned Property (Schedule F) (6) 7, 685.98
7. Transfers (Schedule G) (7) 256,526.44
8. Total Assets C8) 310 , 430 .25
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3 3.5 5 8.4 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5 5 6.0 0
11 . Total Deductions C11) 34, 114 .40
12. Net Value of Tax Return C12) 276,315.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) 5,0 0 0.0 0
14. Net Value of Estate Subject to Tax C14) 271 , 315.85
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) .00 X 00 = .00
C16) 116.964.89 x 045 = 5,263.42
c17) . oo x 12 = . 00
C18) 154,350.96 X 15 = 23,152.64
C19)= 28,416.06
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-06-2009 CD011581 112.50 2,137.50
08-07-2009 CD011586 1,207.50 22,942.50
11-10-2009 CD011978 .00 2,475.54
TOTAL TAX PAYMENT 28,875.54
BALANCE OF TAX DUE 459.48CR
INTEREST AND PEN. .00
TOTAL DUE 459.48CR
* 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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