HomeMy WebLinkAbout05-21-10NOTICE_OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES A'~.P~"~'~-N'1EN~a ~~A~LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~- :Ord ~~,~D~ICT'~AI~S; AND ASSESSMENT OF TAX
PO BOX 280601 ~'- - ~
HARRISBURG PA 17128-0601
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SUITE 200
115 W STATE ST
MEDIA PA 19063
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-17-2010
ESTATE OF REED CHARLOTTE P
DATE OF DEATH 08-05-2008
FILE NUMBER 21 08-0829
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
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: REED CHARLOTTE PFILE N0.:21 08-0829 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) 210, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 56, 984 .58 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 63, 083.22
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 1,000.00
8. Total Assets (8) 331 , 067.80
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 4.2 21.5 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 24,221.50
12. Net Value of Tax Return C12) 306,846.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 306, 846 .30
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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 306.846 _ 30 X 045 = 13, 808.08
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 (19)= 13,808.08
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-01-2009 CD011189 .00 15,000.00
TOTAL TAX PAYMENT 15,000.00
BALANCE OF TAX DUE 1,191.92CR
INTEREST AND PEN. .00
TOTAL DUE 1,191.92CR
~ 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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