HomeMy WebLinkAbout05-17-10_„s~P~~*GE,,~OF-INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~ '~! a~R~?~~ItSC:lMEN , ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ' Q!F ~D~t~~~C~IONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 - ;;'`__l'
HARRISBURG PA 17128-0601 '
~~~_~*~ ~'~ ~~~ ~' ~'~ DATE 05-10-2010
ESTATE OF BYERS (LAIR C
~~~~,~ ~~, T DATE OF DEATH 09-22-2009
Gn~~°r, ~~.~+n~~~`~~ y~r. COUNTYUMBER CUMBERLAND
JOHN M EAKIN r~: 1~ ", ' ~ "` ACN 101
~~,, -.
MARKET SQUARE BLDG APPEAL DATE: 07-09-2010
MECHANICSBURG PA 17055-6230 (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 ---~ RETAIN LOWER PORTION FOR YOUR RECORDS ~---
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REV-1547 EX AFP C12-09J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BYERS (LAIR (FILE N0.:21 09-0913 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate {Schedule A) C1) •00 NOTE: To ensure proper
.00 credit to your account,
2. Stocks and Bonds (Schedule B) C2)
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) {3) 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) 81,558.61
6. Jointly Owned Property {Schedule F) {6) .00
7. Transfers {Schedule G) {7) .00
8. Total Assets {8) 81 , 558.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses {Schedule H) C9) 12.24 8.73
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions {11) 12,248.73
12. Net Value of Tax Return C12) 69,309.88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J3 C13) .00
14. Net Value of Estate Sub]ect to Tax C14) 69,309.88
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 (15) •0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .n0 x 045 = .00
17. Amount of Line 14 at Sibling rate C17) 69.309.88 X 12 = 8,317.19
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due {19)= 8,317.19
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-11-2009 CD012093 415.86 7,901.33
TOTAL TAX PAYMENT 8,317.19
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TDTAL 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.~~~~,
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