HomeMy WebLinkAbout05-17-10 ~,~~ OF INHERITANCE TAX pennsy van~a ~
ALLOWANCE OR DISALLOWANCE
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BUREAU OF INDIVIDUAL TAXES -
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' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ ` ~„r~F~~~q~~T~IONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 .~,. J ` w-`
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HARRISBURG PA 17128-0601 J
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~A~ DATE 0 5 -10 - 2 q 10
~~~~ ESTATE OF TARNER RICHARD W
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~ DATE OF DEATH 03-25-209
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~ FILE NUMBER 21 09-0 56
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~ ~ ~~' COUNTY CUMBERL~,ND
HAMILTON C DAV I S ,
~~~~~~~-~:L~'''' ~~ J ACN 101
ZULLINGER DAVIS PC APPEAL DATE: q7-09-2010
2 0 E B U R D S T S T E 6 (See reverse side unde~ Objections )
SHIPPENSBURG PA 17257 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS,
1 COURTHOUSE SgUAI~E
CARLISLE PA 170113
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, ALLOWA CE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA
ESTATE OF: TARNER RICHARD WFILE N0.:21 09-0356 ACN: 1~1 DATE: 05-10-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
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APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •OO NOTE: To ensure proper
970.010 credit to your account,
2. Stocks and Bonds (Schedule B) (2)
010 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .010 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 103,621.510
6. Jointly Owned Property (Schedule F) (6) •010
7. Transfers (Schedule G) (7) .0''0
8. Total Assets (s) 104 , 591 .50
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4.7 9 6.~ 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2 9.~ 9
11. Total Deductions C11) 4,826.04
12. Net Value of Tax Return C12) 99, 765.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 99,765.46
NOTE: If an assessment was issued previously,
reflect figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed' to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c16) . ao x ' 045 = . 00
c17) 99 , 765.46 X '', 12 °= 11 , 971.86
c19)= 11,971.86
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-25-2009 CD012044 .00 11,971.86
TOTAL TAX PAYME T 11,971.86
BALANCE OF TAX UE .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. ~~^