HomeMy WebLinkAbout05-17-10NOTICE~OF INHERITANCE TAX pennsy van~a ~
'"'~4"P!f~R~f'1'I~t~'~7ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~:~~
INHERITANCE TAX DIVISION ~ ~{3~ r,DEDUt~T~ItQNS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
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HARRISBURG PA 17128-0601 ~ v
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ESTATE OF HUZEY CLARA E
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DATE OF DEATH 03-30
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LINDA J LUNDBERG ~~.'1`~;~'~=' ACN 101
PNC BANK NA APPEAL DATE: ~7-09-2010
P 0 BOX 3 0 8 (See reverse side under Objections )
CAMP HILL PA 17001-0308 Amount Remitted
MAKE CHECK PAYABLE AN REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUA E
CARLISLE PA 170 3
CUT ALONG-THIS LINE - ~ --RETAIN-LOWER PORTION FOR YOUR-RECORDS- ~ -- ------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE ---
TAX APPRAISEMENT, ALLOWAINCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAIX
ESTATE OF: HUZEY CLARA EFILE N0 .:21 09-0382 ACN: 1~1 DATE: 05-10-2010
TAX RETURN WAS: CX) ACCEPTE D 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) C3) 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) C5) 3,4 9 3.0 0
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) 968,865.00
8. Total Assets C8) 972,358.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3 9.615.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 58 7.Q 0
11. Total Deductions C11) 40,202.00
12. Net Value of Tax Return C12) 932, 156.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Sub,iect to Tax C14) 932, 156.00
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) 42 .376.00 x 12 - 5, 085.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 889,780.00 X 15 = 133,467.00
19. Principal Tax Due C19)= 138,552.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-29-2009 CD011415 6,500.00 123,500.00
INTEREST IS CHARGED THROUGH 05-25-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYME T 130,000.00
BALANCE OF TAX UE 8,552.00
INTEREST AND PE 137.58
TOTAL DUE 8,689.58
* 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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