HomeMy WebLinkAbout05-21-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES -' ~ ~,~
INHERITANCE TAX DIVISION ~ -- OF DE,1~U;C~~IONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~ ~ , ~y-
HARRISBURG PA 17128-0601
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19 W SOUTH ST
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-17-2010
ESTATE OF WURFL PAULINE E
DATE OF DEATH 11-22-2008
FILE NUMBER 21 08-1245
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-16-2010
(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: WURFL PAULINE EFILE N0.:21 08-1245 ACN: 101
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OR
DATE: 05-17-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 39,530.00
6. Jointly Owned Property (Schedule F) (6) 3,459.00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 42,989.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 2 0,5 2 3.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 20,523.00
12. Net Value of Tax Return C12) 22,466.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) _ 22,466.00
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ?2.466.00 x 045 = 1,011.00
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due C19)= 1 , 010.97
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-22-2009 CD012135 .03- 1,011.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-23-2009
TOTAL TAX PAYMENT 1,010.97
BALANCE OF TAX DUE .00
INTEREST AND PEN. 16.87
TOTAL DUE 16.87
* 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.