HomeMy WebLinkAbout04-30-10I~QZI,C~„QF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES S ~PPRAE;~$~ME~l7,`_",'•,~LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - _OF DEDUCT!rffNS AND ASSESSMENT OF TAX
PO BOX 280601 '" ` -
HARRISBURG PA 17128-0601
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568 OLD YORK RD
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DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-09)
DATE 04-26-2010
ESTATE OF BACHMAN DONALD R
DATE OF DEATH 07-28-2009
FILE NUMBER 21 09-0764
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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BACHMAN DONALD RFILE N0.:21 09-0764 ACN: 101 DATE: 04-26-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) ll) •0 0 NDTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 20,848.94 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (.3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 98,234.13
6. Jointly Owned Property (Schedule F) (:6) .00
7. Transfers (Schedule G) (_7) 72.60
S. Total Assets c8) 119, 155.67
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 1,9) 11 .322.30
10. Debts/Mortgage Liabilities/Liens (Schedule I) (].0) 65.79
11. Total Deductions C11) 11,388.09
12. Net Value of Tax Return I12) 107, 767.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 107,767.58
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) .00 X 00 = .0 0
16. Amount of Line 14 taxable at lineal/Class A rate C16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) 35.862.85 X 12 = 4,303.54
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 71,904.73 X 15 = 10,785.71
19. Principal Tax Due (19)° 15, 089.25
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-26-2009 CD011906 745.65 14,167.40
02-04-2010 CD012332 .00 176.20
TOTAL TAX PAYMENT 15,089.25
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE I!i REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.