HomeMy WebLinkAbout05-17-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
AP~~i~E~!IF.1~'T;,~~A~I~VANCE OR DISALLOWANCE
Q`F rD~~TTIT-C,T~Qt~ ~ND ASSESSMENT OF TAX
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G~.EP~t ~F
GR~H~~`S ~t~~l~~T
JOSEPH A CACRI TURST ~;u~~,rtr?i ~~~ ,~~;~`~F ~`~~ {~~.
M 8~ T INVESTMENT CO-EX
PO BOX 2961
HARRISBURG PA 17101
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-10-2p10
ESTATE OF PAGE JOHN F
DATE OF DEATH 10-24-2b08
FILE NUMBER 21 08-1111
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: p7-09-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE ANLI REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE----- ~ --RETAIN-LOWER-PORTION-FOR YOUR
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PAGE JOHN FFILE N0.:21 08-1111 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 . Real Estate (Schedule A) C1) 140, 000 . QO NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 389,866.63 credit to your account,
0 ~ submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •Q 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 139,420.61
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 669 , 287.24
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8 2.9 9 6.~
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,6 9 5.~ 9
11. Total Deductions C11) 85, 692.17
12. Net Value of Tax Return C12) 583,594.54
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 583,594.54
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) .00 X 00 = .00
c16) 583.594.54 X 045 = 26,261.75
cln _ oo x 12 = . 00
c18) .00 X 15 = .00
c19)= 26,261.75
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-22-2009 CD010804 1,313.09 25,000.0.0
TOTAL TAX PAYME T 26,313.09
BALANCE OF TAX UE 51.34CR
INTEREST AND P~N. .00
TOTAL DUE ' 51.34CR
* 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.
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