HomeMy WebLinkAbout05-21-10,_,~_~.-,.~,_,,_~r~ ;--,--;:-,~! ICE OF INHERITANCE TAX
' ~ ~ AP-Pt~J4IS~M ~ T, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES :,
INHERITANCE rax DIVISION --; , lr._ OF- ~1;~,I~t~CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~" `` '` `-"
HARRISBURG PA 17128-0601
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HUMMELSTOWN PA 17036
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-10-2010
ESTATE OF CREAMER MIRIAM E
DATE OF DEATH 03-15-2009
FILE NUMBER 21 09-0557
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-09-2010
(See reverse side under Objections)
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT-ALONG-THIS-_LINE--- _ "-~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CREAMER MIRIAM EFILE N0.:21 09-0557 ACN: 101 _______________
OR
DATE: 05-10-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 85, 000.00 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) (5) 3,0 0 2.7 5
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 94, 963.95
8. Total Assets (8) 182,966.70
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 24.95 5.8 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6 5 4.12
11. Total Deductions C11) 25, 610 . O1
12. Net Value of Tax Return C12) 157, 356.69
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 157, 356.69
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_57 , 355.69 X 045 = 7, 081.05
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)= 7, 081.05
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-15-2009 CD011361 354.05 9,400.00
TOTAL TAX PAYMENT 9,754.05
BALANCE OF TAX DUE 2,673.000R
INTEREST AND PEN. .00
TOTAL DUE 2,673.000R
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
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FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.