HomeMy WebLinkAbout05-17-10NOTICE4 OF INHERITANCE TAX pennsy van~a ~
~; ; ~~~ ~~~-LLOWANCE oR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~~.. ~~~ ~ ~
INHERITANCE TAX DIVISION 1~ ~,,~D~DU~T~TEoNS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ~ ~' ~,~`s;_ ' , % _~•. ~-=
HARRISBURG PA 17128-0601
~~~~~~Y ~7 ~~ ~~ ~~ DATE 05-10-2010
ESTATE OF ORNER LINWOOD L
DATE OF DEATH 02-25-20109
~E~~ ~ FILE NUMBER 21 09-02',26
~i~~~1-1~v~C ~~~~~ COUNTY CUMBERLAND
WILLIAM A DUNCAN ~L}}~~~7~C...~~'a ~ ~,~ . ~a• ACN 101
DUNCAN K HARTMAN APPEAL DATE: 07-0 9-2010
l I R V I N E R O W (See reverse side under' Objections )
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND~'REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS f~ _
CUT ALONG THIS LINE
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAD(
ESTATE OF: ORNER LINWOOD LFILE N0 .:21 09-0226 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) (1) .0'0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,Q Q credit to your account,
0'0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .
C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,4 6 9.50
6. Jointly Owned Property (Schedule F) (6) 17 9.5 5
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 1 , 649.05
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sche dule H) C9) 7.98 2.81
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,9 5 8.~
11. Total Deductions (11) 10,941.03
12. Net Value of Tax Return C12) 9,291.98-
13. Charitable/Governmental Bequests; Non-elected 91 13 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 9,291.98-
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
(16) .00 x 045 = .00
c17) . oo x ' 12 - . 00
(19)= . 00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYME T .00
BALANCE OF TAX UE .00
INTEREST AND P N. .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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