HomeMy WebLinkAbout05-28-10NOTICE OF INHERITANCE TAX Pennsylvania ~
~RR~1;I.9~M~'N.~;~~I~iµ10WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES - ,~
INHERITANCE TAX DIVISION - OF DEDU.C~~,ON,~ AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 _ _ - ~- _
HARRISBURG PA 17128-0601 ~- ~ '" ~}
~~~~ ~,~ ~~ ~ } ~ ~ ~ DATE 05-24-2010
ESTATE OF (RUM JR HORACE M
DATE OF DEATH 10-01-2008
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C~~~~~
~ FILE NUMBER 21 08-1018
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OF~~'#- S COUNTY CUMBERLAND
GREGORY M KERWIN ~~~~~t~~~~w,~~ C"~ , PA. ACN 101
KERWIN K KERWIN APPEAL DATE: 07-23-2010
4 2 4 5 R O U T E 2 0 9 (See reverse side under Objections )
ELIZABETHVILLE PA 17023 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG-THIS LINE- -- ~-- -R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE _ _______________
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: (RUM JR HORACE MFILE N0 .:21 08-1018 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) (1) 243, 000.00 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) 85, 324 .51 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule submit the upper portion
C) C3) '0 0
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) 49,776.14
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 378 , 100.65
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 71,414.8 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 21,431.04
11. Total Deductions C11) 92,845.90
12. Net Value of Tax Return C12) 285,254.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 285,254.75
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) 81 , 7F:1 9 x 045 = 3, 678 .82
17. Amount of Line 14 at Sibling rate C17) 76.7F:1 8 X 12 = 9,210.19
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 126, 751 .58 X 15 = 19, 012.74
19. Principal Tax Due C19)= 31,901.75
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-01-2009 CD011432 .00 10,000.00
09-29-2009 CD011821 .00 21,000.00
01-14-2010 CD012234 27.71- 929.46
IiALANGt of UNPAID INTEREST/PENALTY AS OF 01-15-2010
TOTAL TAX PAYMENT 31,901.75
BALANCE OF TAX DUE .00
INTEREST AND PEN. 255.22
TOTAL DUE 255.22
* 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. ('~~