HomeMy WebLinkAbout05-07-10NOTICE OF INHERITANCE TAX pennsy van~a ~
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BUREAU OF INDIVIDUAL TAXES ~~f~~~~~~~~~ (`~ttLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~.~}' ~I~'~,~E;QUG`•lf¢~O~IS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
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HARRISBURG PA 17128-0601
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ESTATE OF SAMPLE BEVERLY F
~~~R~ ~~ DATE OF DEATH 02-09-2009
~~,~~,~ ~~~~~T FILE NUMBER 21 09-0176
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JEAN D SEIBERT
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~ ACN 101
WION ETAL APPEAL DATE: 07-02-2010
10 9 L 0 0 0 S T S T (See reverse side under Objections )
HBG PA 17101 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 OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: SAMPLE BEVERLY FFILE N0.:21 09-0176 ACN: 101 DATE: 05-03-2010
TAX RETURN WAS: C X) 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 (Sched ule E) C5) 63, 915.18
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 63, 915.18
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) (9) 5.8 0 0.78
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,2 04.6 7
11. Total Deductions C11) 10, 005.45
12. Net Value of Tax Return C12) 53, 909.73
13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 53, 909.73
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) S .676.95 x 045 = 390 .46
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 45,232.78 X 15 = 6,784.92
19. Principal Tax Due (19)= 7, 175.38
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-08-2009 CD011213 358.77 7,000.00
TOTAL TAX PAYMENT 7,358.77
BALANCE OF TAX DUE 183.39CR
INTEREST AND PEN. .00
TOTAL DUE 183.39CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CR'EDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.