HomeMy WebLinkAbout05-21-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DEBRA K WALLET
LAW OFC OF DK WALLET
24 N 32ND ST
NOTICE OF INHERITANCE TAX pennsy van~a ~
APPS,~K~'~SI!~7,``=-Aj~.~:O~MJANCE oR DISALLOWANCE DEPARTMENT OF REVENUE
OF-.~D~EDU,CTIOM,~~'?AND ASSESSMENT OF TAX REV-1.547 EX AFP c12-o9)
~~Q ~~Y 2 ~ ~~ ~2: ~ ~j DATE 05-17-2010
ESTATE OF HIZER ANNA R
~~~~~ ~,- DATE OF DEATH 06-20-2009
n ~ ,~ r-,l, ~ FILE NUMBER 21 09-0620
~~ , ;,, ~,.~-, ,~-r~, p~ COUNTY CUMBERLAND
C~~'~ ACN 101
CAMP HILL PA 17011
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 -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HIZER ANNA RFILE N0.:21 09-0620 ACN: 101 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) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 r.redit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
L3)
'~ ~ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 32,255.31
6. Jointly Owned Property (Schedule F) (6) 100,608.72
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 132,864.03
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7.7 61.90
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,3 6 9.0 0
11. Total Deductions C11) 9, 130.90
12. Net Value of Tax Return C12) 123, 733.13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 123, 733.13
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 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1_2 3.733.13 X 045 = 5,567.99
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)= 5,567.99
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-18-2009 CD011768 210.53 4,000.00
12-28-2009 CD012172 .00 1,357.46
TOTAL TAX PAYMENT 5,567.99
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL 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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