HomeMy WebLinkAbout05-28-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL T; ~~'`~ "'i~ ; ; MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -'•- ` _ ; . "` , ~ EDUCTIONS AND AS~RSSMENT Olt TAX
PO BOX 280601 ~ -~ :,' ~+
HARRIS8UR6 PA 17128-0601 '~~'~~'~'~' ` `'; ~ ~ :~.^J
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-24-2010
ESTATE OF TRIMMER DOROTHY E
DATE OF DEATH 12-11-2009
FILE NUMBER 21 09-1154
COUNTY CUMBERLAND
ACN 101
APPCAL DATE: 07-23-2010
(See reverse side under Objscdons)
Auount Rea,itted r
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONC TNIS LINE ~'~'~- RETAIN LOWER PORTION FOR YOU1~ RECORDS ~ _
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSE SMENT OF TAX
ESTATE OF: TRIMMER DOROTHY EFILE N0.:21 09-1154 ACN: 101 DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) Ci) .0 0 NOTE: To ensure proper
2. Stocks and Bonds CSchedul® B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest CSchedule C) C3) .0 0 submit the upper portion.
of this form with your
4. Mortgages/Notes Recoivable CSchedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 296, 089.20
6. Jointly Owned Property CSchedule F) C6) 2, 584.78
7. Transfers CSchedule G) C7) .0 0
8. Total Assets C8) 300 , 673.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) Cg) 2.1611..9 7
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) 8 5.9 9
li. Total Deductions C11) 2,246.96
12. Net Value of Tax Return C12) 298,427.02
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13) .0 0
14. Net Value of Estate Subject to Tax 114) 298,427.,0
NOTE: If an assess~snt was issued previously, lin®s 14, 15 and/or 16, 17, 18 and 19 will
reflect finures that include the total of ALL returns assessed to d ate.
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) 248 ,427 _ 0 X 045 ~ 13,429, 22
17. Amount of Line 14 at Sibling rate C17) -~ ~ X 1 2 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 1 5 = .0 0
19. Principal Tax Due C19)~ 13,429.22
TAX CREDITS: '-
rwTntni KECEiPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-19-2010 CD012260 671.46 12,760.06
TOTAL TAX PAYMENT 13,431.52
BALANCE OF TAX DUE 2.30CR
INTEREST AND PEN. .00
TOTAL DUE 2.30CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DtlE IS REFLRCTED AS A "CREDIT" CCR), YOU MAY BE DUy~.~,~~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~!