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HomeMy WebLinkAbout03-26-10-,NO-TICS OF INHERITANCE TAX BUREAU OF INDIVIDUAL raxES APPRAI~SEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OFDEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 ~~I~ i~~~ L~ F'i~ «~ lad {^~ i_ ~~(~ ~P~n.i'r: .~`~'ll jQT Jil~"~-1i1 ; ROBERT C SAIDIS~~~ESQ r ~;~p r~~ SAIDIS FLOWER ~ LINDSAY 26 W HIGH ST CARLISLE PA 17013 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP (12-09) DATE 03-22-2010 ESTATE OF BROWN OLIVE R DATE OF DEATH 06-29-2009 FILE NUMBER 21 09-0723 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 05-21-2010 (See reverse side under Objections) Amount Remittecl MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF~ WILLS 1 COURTHOUSE SQUARE CARLISLE F'A 17013 CUT-ALONG THIS LINE ~-l--RETAIN LOWER PORTION REV-1547 EX AFP C12-09~ FOR YOUR RECORDS •- NOTICE OF INHERITANCE TAX DISALLOWANCE OF DEDUCTIONS APPRAISEMENT, ALLOWANCE -------------- OR ESTATE OF: BROWN AND ASSESSMENT OF TAX OLIVE RFILE N0.:21 09-0723 ACN: 101 DATE: 03-22-2010 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHAIJGED APPRAISED VALUE O F RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) cl) 11:1,992.00 NOTE: To ensure Proper 3. Closely Held Stock/Partnership Interest (Schedul (2) .00 credit to your account, e C) 4. Mortgages/Notes Receivable (Schedule D) c3) .00 submit the upper portion of this form with Your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) c4) , 00 tax payment. 6. Jointly Owned Property (Schedule F) C5) 18,762.93 7. Transfers (Schedule G) C6) .0 0 8. Total Assets c~) .00 APPROVED DEDUCTIONS AND EXEMPTIONS: cB) 132,754 93 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (9) 11 Total D clo) 552.51 • eductlons 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously, lines 14, 15 reflect figures that include the total of ALL return ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: ' """^' RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) 08-31-2009 CD011698 09-22-2009 CD011779 263.16 25.79 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION DF ADDITIONAL INTEREST. clr) 4,330.74 c12) 128,424.19 c13) . 00 c14) 128,424 19 and/or 16, 17, 18 and 19 will s assessed to date. cis) .00 X C16) 1 ?8 G7G 1~ X c 17 ) .O.IL x cls) , 00 X AMOUNT PA:[D Oi00. 00 490.14 00 = .00 045 = 5,779.09 12 = .00 15 = .00 c19)= 5,779.09 TOTAL TAX PAYMENT 5,779.09 BALANCE OF T'AX DUE .00 INTEREST AN;D PEN. .00 TOTAL DUE .00 IF TOTAL DUE IS REFLECTED AS ,4 "CREDIT" CCR), YOU MAY BE D} A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. i~