HomeMy WebLinkAbout05-28-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPR_AI,.~EM,E~I~'.,-. ALLOWANCE OR DISALLOWANCE
.~ 0~_ DED11Cfi~~Ik®1~ AND ASSESSMENT OF TAX
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MURREL R WALTERS I I ~~N~'S ~`'~~~~
54 E MAIN ST ~ ~`` ''\~~j ~,°~ " ppi
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-24-2010
ESTATE OF LUCY JR RAYMOND F
DATE OF DEATH 04-20-2009
FILE NUMBER 21 09-0416
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 SQUARE
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: LUCY JR RAYMOND FFILE N0.:21 09-0416 ACN: 101
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OR
DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 195,829.00 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) 239, 682.51
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 435,511.51
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 6.4 4 5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,5 78.18
11 . Total Deductions C11) 10, 023.18
12. Net Value of Tax Return C12) 425,488.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 425, 488.33
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 42~ , 488 . ~~ x 045 = 19, 146 .97
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)= 19, 146.97
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-21-2010 CD012262 .00 19,146.97
05-17-2010 SBADJUST .00 2.11
TOTAL TAX PAYMENT 19,146.97
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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^ n