HomeMy WebLinkAbout03-26-10NOTICE OF I NHERITANCE TAX pennsylvania
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BUREAU OF INDIVIDUAL TAXES
',fAP~~/«~~~~r, ALLOWANCE OR DISALLOWANCE
_ _
INHERITANCE TAX DIVISION - [!F DEDUCeTIONS AN
P DEPARTMENT OF REVENUE
D ASSESSMENT OF TAB;
O BOX 280601 REV-1547 EX AFP (12-09)
HARRISBURG PA 17128-0601
='.ti1~~1~.~? LD F~~ {Z~ 4 i DATE O:i-22-2010
ESTATE OF YCIUNGSMAN EDMUND W
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DATE OF DEATH 0"e!-26-2009
CF `:'~ ,,,.,' FILE NUMBER 21 09-0268
GARY L JAMES ESq(';`;± _' r^ COUNTY CUMBERLAND
JAMES ETAL ACN 101
APPEAL DATE: 05-21-2010
134 S I P E AV E (See reverse Bade under Objections)
HUMMELSTOWN PA 17036 Amount Remitted --1
MAKE CHECK PAYABI'_E AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- --) RETAIN LOWER POR
-------------------- ------------- TION FOR YOUR RECORDS ~--
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE _
---- ___
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: YOUNGSMAN EDMUND WFILE N0.:21 09-0268 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1)
00
2. Stocks and Bonds (Schedule B) .
NOTE: To ensure proper
C2) 235,.167.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4)
00
.
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 10 2,479.28
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 422, 130.95
8. Total Assets
APPROVED DEDUCTIDNS AND EXEMPTIONS: cB) 759 , 777.23
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 24„706.79
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.,749.4 3
11. Total Deductions C11) 28,456.22
12. Net Value of Tax Return (12) 731,321.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) _ 731,321.01
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 assess
d t
ASSESSMENT e
o date.
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:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
05-20-2009 CD011271 1,631.58
09-16-2009 CD011750 .00
(15) .00 X
(17) _~ X
c18) . 00 X
AMOUNT PA:[D
00 = .00
045 = 32,909.45
12 = .00
15 = .00
c19)= 32, 909.45
Oi00. 00
2'77.87
TOTAL TAX PAYMENT 32,909.45
BALANCE OF l-AX DUE .00
INTEREST AND PEN. .00
TOTAL DIIE .00
* IF
FOR PAID AFTER DATE
CALCULATION O INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
F ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.