HomeMy WebLinkAbout05-21-10NOTICE OF INHERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES ~ ~PP~A!ISEI'I;ENT~'i'~`ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION `~ --, A~. bEDU~T,~ONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 `;,_ ..'a' ..: C ~.,..~`; w: . ' ; 4 .. ,,
HARRISBURG PA 17128-0601
~~~ ~~+ ~ j ~~ ~~~ ~ ~ DATE 05-17-2010
ESTATE OF BARCUS ANNA E
DATE OF DEATH 07-15-2009
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F COUNTY CUMBERLAND
STEPHEN D TILEY ~U'~+±' ~'. `s~ '_ ~' , t~A; ACN 101
5 S HANOVER ST APPEAL DATE: 07-16-2010
CARL I SL E PA 17013 (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: BARCUS ANNA EFILE N0 .:21 09-0704 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) C1) 161,350.00 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) 8,164.4 4 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) 75,923.64
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 95, 391.00
8. Total Assets C8) 340 , 829.08
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 8.12 5.0 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 14,340.57
11. Total Deductions C11) 22,465.59
12. Net Value of Tax Return C12) 318, 363.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 318,363.49
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) 318 .363.49 x 045 = 14, 326.00
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)= 14,326.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-12-2009 CD011848 716.30 13,750.00
TOTAL TAX PAYMENT 14,466.30
BALANCE OF TAX DUE 140.30CR
INTEREST AND PEN. .00
TOTAL DUE 140.30CR
* 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.