HomeMy WebLinkAbout05-17-10~~Nk3~,I-D~r-OF.-~~ER~TANCE TAX
BUREAU OF INDIVIDUAL raxes APPRAISEMENT,`%AGLOWA~V~ OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEl)!U;Q:~.IOt~~,';A~[f `I~SSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
THOMAS W SHIELDS VP
FULTON FINANCIAL ADV NA
PO BOX 3215
C1) .00 NOTE: To ensure proper
LANCASTER PA 17604-3215
APPEAL DATE: 07-09-2010
(See reverse side under Objections}
Amount Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~- _ ___________
REV-1547 EX AFP-(12-09) NOTICE OF INHERITANCE TAX APPRAISEMEN7, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TROUP ABRAHAM (FILE N0.:21 09-0565 ACN: lnl nerF~ n~_ln_~nin
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(2) .0 0 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
C5) 7,202.37
C6)_ .00
(7) 276,432.33
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
cB) 283 , 634.70
Cg) 1 , 1 1 . 4
no) 3,210.40
11. Total Deductions C11) 14,323.82
12. Net Value of Tax Return C12) 269,310.88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 8 0,212.94
14. Net Value of Estate Subject to Tax C14) 189, 097.94
NOTE: If an assessment was issued previously, li nes 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) .00 X DO - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 x 04 5 = ,00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 189,097.94 X 15 - 28,364.69
19. Principal Tax Due C19)= 28, 364.69
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
06-15-2009 CD011367 1,327.50 25,222.50
12-16-2009 CD012115 .00 1,814.73
TOTAL TAX PAYMENT 28,364.73
BALANCE OF TAX DUE .04CR
INTEREST AND PEN. .00
TOTAL DUE .04CR
Z~~Q9~AY ~ 1 f~ ~' ~A-fE 05-10-2010
ESTATE OF TROUP ABRAHAM C
~~R~(~~ DATE OF DEATH 03-16-2009
Q~PHA~k`~'J~~(~~tT FILE NUMBER 21 09-0565
C~,L,,~`F``~' ~._'~_j!~1 r'~ R~OUNTY CUM$ERLAND
ACN 101
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. m~