HomeMy WebLinkAbout05-17-10NOTICE OF INHERITANCE TAX
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INHERITANCE TAX DIVISION ~, ,0~~-~ I~~IkCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-10-2810
ESTATE OF RAFFENSRERGER SARA J
DATE OF DEATH 03-19-2009
FILE NUMBER 21 09-090
COUNTY CUMBERL/~ND
ACN 101
APPEAL DATE: Q7-09-2010
(See reverse side under Objections)
Amount Remitted -l
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 APP RAISEM ENT, ALLOWAiNCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: RAFFENSPERGER SARA JFILE N0.:21 09-0290 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) 159, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 410.4 6 credit to your account,
00 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) •0'0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,4 2 6.2 9
6. Jointly Owned Property (Schedule F) (6) .0'0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 162,836.75
APPROV ED .DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10.3 7 9.0 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 26,420.28
11. Total Deductions C11) 36,799.32
12. Net Value of Tax Return C12) 126, 037.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 126, 037 .43
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 C15) .00 X 00 •_ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 126. 037.43 x 045 '= 5, 671 .68
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)= 5, 671 .68
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-15-2009 CD012112 .00 5,671.618
TOTAL TAX PAYME T 5,671.68
BALANCE OF TAX UE .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. ~/~