HomeMy WebLinkAbout05-17-10,_, f.,{Jf JM ,..~ .,, -~,~•Id TICE OF INHERITANCE TAX
~'~ ~P~d~~E~NT*, ,.ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ,. ., ,~ ~
INHERITANCE TAX DIVISION ~~,~'~ ~:= :~~ ~`~~~`Li11CTI ONS AND ASSESSMENT OF TAX
PO BOX 2B06D1
HARRISBURG PA 17128-0601
2010 I~~Y ! ~ P~ 2~ ~3
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HERSCHEL LOCK ~~~~~C~~. ~-~~~~ ~"~ ' ~'
3107 N FRONT ST
HBG PA 17110
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-10-2010
ESTATE OF MINAYA JED V
DATE OF DEATH 10-30-2008
FILE NUMBER 21 09-0099
COUNTY CUMBERLd-ND
ACN 101
APPEAL DATE: 07-09-2010
(See reverse side unde~N Objections)
Amount Remitted
MAKE CHECK PAYABLE ANDI 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 DEDUCTIONS AND ASSESSMENT OF TAi'X
ESTATE OF: MINAYA JED VFILE N0.:21 09-0099 ACN: 1Q1 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) •a 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 8 2,5 38.1 credit to your account,
a 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) C5) 73,258. ~3
6. Jointly Owned Property (Schedule F) (6) .Q 0
7. Transfers (Schedule G) (7) .Q 0
8. Total Assets cs) 155,796.94
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 16.13 6. 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .~ 0
11. Total Deductions C11) 16, 136.98
12. Net Value of Tax Return C12) 139, 659.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 139, 659.96
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) 139, 659.96 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 X.04 5 = .0 0
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)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX PAYME T .00
BALANCE OF TAX I~UE .00
INTEREST AND PEIN. .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. ,':~~~
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