HomeMy WebLinkAbout05-28-10NOTICE OF INHERITANCE TAX
Af!PR~t3 ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXESf ''" - ;~ '
INHERITANCE TAX Drv1S1oN O~F • D,~` ~TIONS AND ASSESSMENT OF TAX
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GOLDBERG KATZMAN
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HARRISBURG PA 17108
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-24-2010
ESTATE OF ROMBERGER JEAN L
DATE OF DEATH 04-15-2009
FILE NUMBER 21 09-0406
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-23-2010
(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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROMBERGER JEAN LFILE N0.:21 09-0406 ACN: 101
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OR
DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 25,576.79 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) C5) 21 , 863.91
6. Jointly Owned Property (Schedule F) (6) 44,268.82
7. Transfers (Schedule G) C7) 67, 257.73
8. Total Assets (8) 158 , 967 .25
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10.2 31.12
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,5 0 7.0 5
11. Total Deductions (11) 12, 738.17
12. Net Value of Tax Return C12) 146,229.08
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 146,229.08
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 (16) _0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) 146.?29.08 X 12 = 17,547.49
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 17,547.49
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-10-2009 CD011476 877.37 17,055.00
TOTAL TAX PAYMENT 17,932.37
BALANCE OF TAX DUE 384.88CR
INTEREST AND PEN. .00
TOTAL DUE 384.88CR
* 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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