HomeMy WebLinkAbout05-17-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES` ~a"` ~AfjtM~~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '~ '' ',, _, ~~~,,A~A~'1CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~: `f`L~,+~~"~.~. ~~~ +:~; •.
HARRISBURG PA 17128-0601
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SANDRA CORDIER R1!;.:,~':~; ;~.'~`t~ ~~.. ~~•
15 N 12TH ST ~vi~t.~_
LEMOYNE PA 17043
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-10-20'.10
ESTATE OF FOULK SUSAN P
DATE OF DEATH 03-01-20109
FILE NUMBER 21 09-0293
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-09-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND'~REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARIE
CARLISLE PA 17013
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, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FOULK SUSAN PFILE N0.:21 09-0293 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) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L3) . 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) (5) 21,213.88
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets cs) 21 , 213.88
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8 7 0.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 870.00
12. Net Value of Tax Return C12) 20,343.88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 20,343.88
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) .0 0 X 0 0 - .0 0
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) 20 , 343.88 X 15 - 3, 051.58
19. Principal Tax Due C19)= 3, 051 .58
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-11-2009 CD012094 .00 3,051.516
05-03-2010 SBADJUST .00 4.116
TOTAL TAX PAYMENT 3,051.58
BALANCE OF TAX LIUE .00
INTEREST AND PE .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. ~~