HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX ~ennsylvan~a ~
APPRAI~~~7tT;'';A1:'L"~~-t4~'E OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~ ~..
INHERITANCE TAX DIVISION OF DEDUCTIONS AN~ ;ASSESSMENT OF TAX REY-1547 Ex AFP (12-09)
PO BOX 280601 ~+'- `~_ : -= ~ `; ~ ~,: ,. ,
HARRISBURG PA 17128-0601
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TATE OF MEANS JUDY A
DATE OF DEATH 08-16-2'0 8
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FILE NUMBER 21 08-0'1 5
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L I NDSAY BAI RD ~t-~i' ~ '__~ ~:~ f. ~` '~~. ACN 101
BAIRD LAW OFFICES APPEAL DATE: 5 -21-2010
3 7 S HAN O V E R ST (See reverse side unde ~ Objections )
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND' REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUA ! E
CARLISLE PA 170 3
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INHERITANCE TAX APPRAISEMENT, ALLOWA
REV-1547 EX AFP (12-09~ NOTICE OF CE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA
ESTATE OF: MEANS JUDY AFILE N0.:21 08-0915 ACN: 1 1 DATE: 03-22-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate [Schedule A) C1) •0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) 21,0 7 5.4 credit to your account,
. O submit the upper portion
3. •
Closely Held Stock/Partnership Interest [Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property tSchedule E) C5) 141,922.9
6. Jointly Owned Property (Schedule F) (6) 11 , 891. 5
7. Transfers [Schedule G) (7) .0
8. Total Assets s) 174 , 889.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens [Schedule I) C10) 19 651.
11 . Total Deductions C 1) 36, 117.54
12. Net Value of Tax Return C 2) 138,772.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) C 3) .0 0
14. Net Value of Estate Subject to Tax ( 4) 138, 772.40
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 lto date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1~8 , 772.40 x 45 = 6,244.76
17. Amount of Line 14 at Sibling rate C17) .0 0 X 2 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 5 = .0 0
19. Principal Tax Due C19)= 6,244.76
TOX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-17-2009 CD011751 .00 6,244.76
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-18-2009
~ U ~ AL ~ A1C h'AYI'Itn
BALANCE OF TAX DU
INTEREST AND PEN
TOTAL DUE
6,244.76
.00
106.09
106.09
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CRE IT" (:CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS ORM FOR INSTRUCTIONS. ~'~
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