HomeMy WebLinkAbout05-28-10-;-,,,,-~;,.j~,.,,(~ OF INHERITANCE TAX '1nSJ~/~Yan"~t~
-`~~'~^~/1R~A`~~~~N?r: ALLOWANCE OR DISALLOWANCE bEPARTMENTOFREVENUE
BUREAU OF INDIVIDUAL TAXES ~~° ~~-; ~~ ~~. -
INHERITANCE TAX DIVISION ~ t~ ,; < ~Qf ~~IONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO DOX 280601
HARRIS8UR6 PA 17128-0601
20~~l~~Y 28 PM 1~ ~~ DATE 05-24-2010
ESTATE OF MARTIN WILLIAM W
~~.~R~C ~~ DATE OF DEATN 04-09-2009
.~' ~~T FILE NUMBEi~ 21 10-0071
~~~~~~~ CQ~, P~ COUNTY CUMBERLAND
DAVID A BARK E ACN 101
OBRIEN BARK K SCHERER APPEAL DATES 07-23-2010
19 W SOUTH ST (See reverse side under Objections
CARLISLE PA 17013 Awount Rewitted ~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
C1iT ALONt THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS. ~'
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REV-1547 EX AFP (12.09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESlSMENT OF TAX
.ESTATE OF: MARTIN WILLIAM WFILE N0.:21 10-0071 ACN: 101 DATES 05-24-2010
TAX RETURN WAS: CX) ACGEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchodule A) CL) .0 0 NOTE: To ensure proper
2. Stocks and Bonds CSchadulo B) t2) .0 0 credit to your account,
.0 0 submit the upper portion
3. Closely Hold Stock/Partnership Interest (Schedule C) t3) of this form with your
4. Mortgages/Notes Receivable CSchodule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Porsanal Property (Schedule E) C5) ~ 17, 083.22
6. Jointly Owned Property (Schedule F) t6) .0 0
7. Transfers CSchodule G) C7) .0 0
8. Total Assets ts) 17, 083_ 22
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchadulo H) tg)„~„ 3.243.0
10. Debts/Mortgage Liabilities/Lions (Schedule I) C10) .00
11. Total Deductions Cil) 3,243.00
12. Net Value of Tax Return C12) 13s840.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0.0
14. Net Value of Estate Subject to Tax C14) 13,64„-," 0~2
NOTE: If an assesswent was issued previously, lines 14, 15 and/or 16, 17, 18 end. 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 tl5) .0 0 X 0 0 = .0 0
16. Amount of Lino 14 taxable at Lineal/Class A rate t16) I D . BG~„~,~ X 045 = 447_; 80
17. Amount of Lino 14 at Sibling rate C17) 3. Da0 _ OD X 12 = 360.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 .0 0
19. Principal Tax Duo C19)= 847.80
TAX CREDITS:
TOTAL TAX PAYMENT 847.80
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
T~1TAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLEICTED AS A "CREDIT" CCR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIaNAL INTEREST. A REFUND. SEE REVERSE' SIDE OF THIS FORM FOR INSTRUCTIONS.Jf~
PAYMENT
DATE RECEIPT
NUM$ER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-22-2010 CD012268" .00 847.80
05-17-2010 SBADJUST .00 1.21