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HomeMy WebLinkAbout05-07-10,~r,.~.~J~,O E OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES ~ ~;t,~~-1~~~r~~~a~, ALLOWANCE OR DISALLOWANCE POHBOXT280601~ DIVISION '~;~,i.~~.~~4~~ ~;D~_~l~'°TIONS AND ASSESSMENT OF TAX p,. ~: , ~ .. HARRISBURG PA 17128-0601 C~~~ ~~ r~ ~~ ~ ~' ~~ SUSAN J HARTMAN(,,~~~ DUNCAN 8~ HARTMAN 1 IRVINE ROW CARLISLE PA 17013 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP C12-09) DATE 05-03-2010 ESTATE OF TURK ABDUL DATE OF DEATH 07-03-2008 FILE NUMBER 21 08-0856 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 SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ -------------------------------------------------------------------------- REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: TURK ABDUL FILE N0.:21 08-0856 ACN: 101 ----------------- 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) C2) .Q Q 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) 75,939.86 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) .0 0 8. Total Assets (8) 75, 939.86 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2.7 2 0.6 6 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10 , 215.53 11. Total Deductions C11) 12, 936.19 12. Net Value of Tax Return C12) 63, 003.67 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 63, 003.67 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 (15) 63, 003.67 X 00 = . 00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 0 4 5 = .0 0 17. Amount of Line 14 at Sibling rate C17) .~ 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.