HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES;. -' ~P~tkl`S~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION , ~-~, - ; ? ~ ~ OF 'DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ''" `
HARRISBURG PA 17128-0601
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CAMP HILL PA 17011
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DEPARTMENT OF REVENUE
i REV-1547 EX AFP C12-09)
DATE 03-22-2 10
ESTATE OF GILL BEVERLY J
DATE OF DEATH 10-14-2'05
FILE NUMBER 21 06-0'05
COUNTY CUMBERL ''~ND
ACN 101
APPEAL DATE: '5-21-2010
(See reverse side unde 'Objections)
Amount Remitted ~
MAKE CHECK PAYABLE AND''REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUA E
CARLISLE PA 1701'3
CUT ALON_6 THIS LINE _ w--- R_ETA_IN LOWER PORTION FOR YOUR RECO_RDS_ ___ _______________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWA CE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA
ESTATE OF: GILL BEVERLY JFILE N0.:21 06-0005 ACN: 1011 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)
2. Stocks and Bonds (Schedule B) C2)
3. Closely Held Stock/Partnership Interest (Schedule C) C3)
4. Mortgages/Notes Receivable (Schedule D) C4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5)
6. Jointly Owned Property (Schedule F) C6)
7. Transfers tSchedule G) C7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)
95,900.0
.0
.0
.0
3,329.8
.0
.0
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
99,229.87
~ 1) 21,188.00
~ 2) 78, 041.87
c '3) .00
c 4) 78, 04.1 .87
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
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 78.041.87 x 45 = 3,511.88
17. Amount of Line 14 at Sibling rate C17) .~ 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 X19)= 3, 511 .88
TAY f_RFi1TTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
01-13-2006 CD006218 175.59 3,454.00
TOTAL TAJC F'AYI'IEP1 3, 629.54
BALANCE OF TAX D IE 117.71CR
INTEREST AND PEN. .00
TOTAL DUE 117.71CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CRE IT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS ORM FOR INSTRUCTIONS. ~•