HomeMy WebLinkAbout05-17-10NOTICE OF INHERITANCE TAX Pennsylvania ~
APPR~$$MTi~#T~ riki~{r60rWWA•NCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES + , ~,.
INHERITANCE TAX DIVISION OF BE~UQTIQIQS 'ie(~VI3 ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO 80X 280601 ~';t.I,~ r • ~ ;'
HARRISBURG PA 17128-0601 ~ ~ -
Zf3fDf~AY f~ Pf~ 2:3~ATE o5-10-2010
STATE OF TODD C R
DATE OF DEATH 03-26-2009
r~ Ffi;,~ 1JC FILE NUMBER 21 09-0423
GRPN.~~ ~ ~wFT COUNTY CUMBERLAND
IVO V OTTO III C;~'t~=~ 'r~' : ;", ^ ACN 101
._ ._ _ ,
MARTSON LAW OFCS APPEAL DATE: 07-09-2010
10 E H I G H S T (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
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TODD C RFILE N0.:21 09-0423 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. 02
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 23,000.00
8. Total Assets (B) 23, 000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
ii. Total Deductions (11) .00
12. Net Value of Tax Return (12) 23, 000.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (143 2,690,510.55
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 597, 130.22 X 00 - . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _ 2.093.380.33 x 045 = 94,202.11
17. Amount of Line 14 at Sibling rate (17) _ .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due c19)= 94,202.11
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
06-10-2009 (0011340 4,473.68 85,000.00
12-07-2009 (0012072 .00 3,693.56
INTEREST IS CHARGED THROUGH 05-25-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 93,167.24
BALANCE OF TAX DUE 1,034.87
INTEREST AND PEN. 17.22
TOTAL DUE 1,052.09
* 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.
C~l'1