HomeMy WebLinkAbout05-28-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ _ ~A~PR~I,~-EIN~idT~; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "OF ,D:EpU~,CT.IONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-24-2010
ESTATE OF ODONNELL MARY V
DATE OF DEATH 04-22-2009
FILE NUMBER 21 09-0418
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
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ODONNELL MARY VFILE N0.:21 09-0418 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 (Schedule A) C1) 72,220.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,0 Q 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) 104,754.03
6. Jointly Owned Property (Schedule F) (6) 6 6.3 5
7. Transfers (Schedule G) (7) 2, 277.89
8. Total Assets cs) 179 , 318.27
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 21.8 0 7.7 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,3 9 9.0 3
11. Total Deductions C11) 23,206.80
12. Net Value of Tax Return (12) 156,111 .47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 156, 111 .47
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) 156. 111 .47 x 045 = 7, 025.02
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, 025.02
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-20-2009 CD011506 342.11 6,500.00
01-11-2010 CD012217 .00 182.91
TOTAL TAX PAYMENT 7,025.02
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.
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