HomeMy WebLinkAbout05-07-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
~~'P~:~b"~EMfil~ '~L~LOWANCE OR DISALLOWANCE
`,.:..~1~ti~ W~T,~O~S AND ASSESSMENT OF TAX
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BALL ETAL
2303 MARKET ST
CAMP HILL PA 17011
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-03-2010
ESTATE OF PERSAK LOUISE A
DATE OF DEATH 05-16-2409
FILE NUMBER 21 09-056
COUNTY CUMBERLAIND
ACN 101
APPEAL DATE: q7-02-2010
(See reverse side under Objections)
Amount Remitted ',
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLSI
1 COURTHOUSE SQUA E
CARL ISLE PA 1703
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, ALLOWA CE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA
ESTATE OF: PERSAK LOUISE AFILE N0.:21 09-0756 ACN: lql 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) •01 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .01 0 credit to your account,
3
Closely Held Stock/Partnership Interest (Schedule C) .Oi
C3) O submit the upper portion
. of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •O O tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5 0 O.O O
6. Jointly Owned Property (Schedule F) (6) 26, 025.5 7
7. Transfers (Schedule G) (7) 11 , 095.8 9
8. Total Assets ~C8) 37 , 621 .46
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 12.2 5 6.17
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions G11) 12,256.17
12. Net Value of Tax Return (112) 25, 365.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C'13) 4 0 0.0 0
14. Net Value of Estate Subject to Tax C14) 24, 965.29
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 'Ito date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) • 00 X !,00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 24 .965.29 X ''',045 = 1, 123.44
17. Amount of Line 14 at Sibling rate C17) _ 00 X ',12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 1, 123.44
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-12-2009 CD011610 51.32 975.0
11-16-2009 CD011997 .00 97.1
TOTAL TAX PAYME T 1,123.44
BALANCE OF TAX UE .00
INTEREST AND PE .00
TOTAL DUE I .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CR~DIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS''FORM FOR INSTRUCTIONS.
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