HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAxES -AP.PJ~AISE:~IENT,_ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DFm DEDUC'~ID.NS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 EX AFP C12-09)
HARRISBURG PA 17128-0601 _ ,_ "' -~
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JILL M WINEKA ESQ ~ per-, - '' '
PURCELL ETAL ~`"~` - -
1719 N FRONT ST
HARRISBURG PA 17102
DATE 03-22-2010
ESTATE OF SORG NOVA R
DATE OF DEATH 07-23-1995
FILE NUMBER 21 09-0652
COUNTY CUMBERLAND
ACN 1 iD 1
APPEAL DATE: 05-21-2010
(See reverse side under Objections)
Amount Remittedl
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 (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT
ALLOWANCE _
-----------------
O
, ,
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF
TAX R
ESTATE DF: SORG NOVA RFILE N0.:21 09-0652 ACN: 101 DA
TE: 03-22-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE
OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
(1) 22,500.00
2. Stocks and Bonds (Schedule B) ~-
NOTE: To ensure proper
(2)
3. Closely Held Stock/Partner
hi 00 credit to your account,
s
p Interest (Schedule C)
(3)
.00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) • tax payment.
(5)
6. Jointly Owned Property (Schedule F) .0 0
(6)
7. Transfers (Schedule G) .00
(7)_ .00
_
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS• (8) 22.500 00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g)~(,699.00
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(lo) .00
11. Total Deductions
12• Net Value of Tax Return (11) 6,699.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru
t ( C13~ 15,8 01.00
14. Net Value of Estate Subject to Tax s
s Schedule J) .00
NOTE:
If a (14) 15,801.00
n assessment was issued previously, lines 14
15
reflect figures that
include the tot
l
f ,
and/air 16 , 17,
and 19 will
ASSESSMENT OF TAX: a o
ALL returns assesse d to d to
15. Amount of Line 14 at Spousal rate C15) 15, 01
00
$ -
00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .
X - .00
17. Amount of Line 14 at Sibling rate •~ X 06 = .00
18.
Amount of Line 14 taxable at
Collateral/Class B ra (17)
te (18) 00 x
00 00 = .00
19. Principal Tax Due .
X 15 = .00
TAX CREDITS: (19)= .00
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX P/~YMENT .00
BALANCE OF TAX DUE .00
INTEREST AN1) PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~`
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