HomeMy WebLinkAbout05-21-10f •
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I<~~ OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ' ~ - _ .. 't"i
INHERITANCE TAX DIVISION ~._~ ~~~ ~.D~1~'UC~TIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~- ,-a `'` ~ ~"~
HARRISBURG PA 17128-0601
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JOANNE MARION MCG~Vl1~'-
137 S WEST ST
CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-24-2010
ESTATE OF (LOUSE ROBERT E
DATE OF DEATH 10-15-2009
FILE NUMBER 21 09-1042
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-23-2010
(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 ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: (LOUSE ROBERT EFILE N0.:21 09-1042 ACN: 101
------------------
OR
DATE: 05-24-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 124, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .Q Q credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 32, 119.71
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 379,258.71
8. Total Assets c8) 535,378.42
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 31.2 5 2.4 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6,3 6 6.18
11. Total Deductions (11) 37, 618.61
12. Net Value of Tax Return C12) 497, 759 .81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 497, 759 .81
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) 497.759.81 x 12 = 59,731.18
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due c19)= 59,731.18
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-15-2010 (0012238 1,315.79 25,000.00
04-28-2010 (0012666 .00 32,996.02
PAYMENT MUST BE MADE BY 07-15-2010*.
TOTAL TAX PAYMENT 59,311.81
BALANCE OF TAX DUE 419.37
INTEREST AND PEN. .00
TOTAL DUE 419.37
* 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. ( V\
REV-1470 EX (01-10)
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~ pennsylvan~a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME F{LE NUMBER
Robert E. Clouse 2109-1042
REV{EWED BY ACN
Anita McCully 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
H g-3 The claim for the family exemption has been disallowed. The claimant must be a spouse
or if no spouse, a parent or child living in the same household as the decedent as of the
date of death.
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