HomeMy WebLinkAbout05-07-10''~ r t ;~~^`;(~+~O~Tt'I~ INHERITANCE TAX
AP~~,b,; ~;~~E~Y`, ``'~p',L'OWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~~,L_
INHERITANCE TAX DIVISION ~~~~~'l1CJ`TI`~~I~'fAND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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LAURIE J MOWERY
1215 WILLIAMS GROVE RD
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-03-2010
ESTATE OF BURD GALYN L
DATE OF DEATH 06-30-2007
FILE NUMBER 21 07-0913
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-02-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BURD GALYN LFILE N0.:21 07-0913 ACN: 101
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OR
DATE: 05-03-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4,7 6 5.8 3
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 4 , 765.83
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 7 7.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 77.00
12. Net Value of Tax Return C12) 4, 688.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 4, 688 .83
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 a nd 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) 4,688.83 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _ _0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) _ _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~