HomeMy WebLinkAbout05-17-10ni_; ;,~- ";"NOTICE OF INHERITANCE TAX
~~• .,f~,r 5~~~z ~~~rPIt~~I~EMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAx~S~.. `--- ;s~st ~ ~.
INHERITANCE TAX DIVISION ,L- r ,w~., ,,~`' Q~.~BfDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ,~~'.~
HARRISBl1RG PA 17128-0601
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DAVID H RADCL~•~~
RADCLIFF LAW PFC PC
1011 MUMMA RD STE 201
LEMOYNE PA 17043
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-10-2010
ESTATE OF HESS ANNA R
DATE OF DEATH 03-02-201,09
FILE NUMBER 21 09-03121
COUNTY CUMBERLAIND
ACN 101
APPEAL DATE: 0'7-09-2010
(See reverse side under Objections)
Amount Remitted l
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
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: HESS ANNA RFILE N0.:21 09-0321 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Ci) •~ ~ NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 3 34.7 8 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) •~ ~ t:ax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 221,066.25
6. Jointly Owned Property (Schedule F) C6) •~ ~
7. Transfers (Schedule G) C7) •~~~
8. Total Assets c8) 221 , 401.03
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10,5 5 7.6 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10,390.14
11. Total Deductions C11) 20,947.80
12. Net Value of Tax Return C12) 200,453.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Sub]ect to Tax C14) 200,453.23
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) 200.453.23 x 045 = 9,020.40
c17) . oo x 12 - . 00
cls) .00 x 15 = .00
c19)= 9, 020.40
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-27-2009 CD011305 421.05 8,000.0
12-01-2009 CD012065 .00 599.316
TOTAL TAX PAYME T 9,020.41
BALANCE OF TAX LIUE .O1CR
INTEREST AND PE~1. .00
TOTAL DUE .O1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ,,.~
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