HomeMy WebLinkAbout04-30-10~~ d0~?~~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~~~'a~SEME #.~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~' ~.'-. OFwf.D`~,DU~~.'~I~ONS .AND ASSESSMENT OF TAX
PO BOX 280601 ; ,~„ _.
HARRISBURG PA 17128-0601
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MARCUS A MCKNIGHT I~~~;~:
IRWIN K MCKNIGHT PC
60 W POMFRET ST
CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 04-26-2010
ESTATE OF BARTELS CATHERINE M
DATE OF DEATH 08-01-2009
FILE NUMBER 21 09-0745
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-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: BARTELS CATHERINE MFILE N0.:21 09-0745 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) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 396, 787 .29 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) 93,808.97
6. Jointly Owned Property (Schedule F) (6) 25, 912.35
7. Transfers (Schedule G) C7) 62,214.47
s. Total Assets Cs) 578 , 723.08
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 19.16 2.41
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,5 8 6.0 7
11. Total Deductions C11) 26, 748.48
12. Net Value of Tax Return C12) 551 , 974.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 551 , 974.60
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) ~~1 .974.60 x 045 = 24,838.86
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)= 24,838.86
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-30-2009 CD011934 1,241.94 23,949.21
TOTAL TAX PAYMENT 25,191.15
BALANCE OF TAX DUE 352.29CR
INTEREST AND PEN. .00
TOTAL DUE 352.29CR
* 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.