HomeMy WebLinkAbout05-28-10NOTICE OF INHERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES APPRAIS'~~i~~°f', A~~LE~W~N~~E OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DED{JGTIONS _ANr~9; ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 2B0601 ",~ ,_' . ' ._' ~ - ~- .i
HARRISBURG PA 17128-0601
~~~~ ~~~ ~~ p ~: ~I~E 05-24-2010
ESTATE OF MARTINO RODERICK
~r~.E~l~~ ~~ DATE OF DEATH 05-29-2009
~~Q~,~~,, ~~~~Y FILE NUMBER 21 09-0595
p~ OUNTY CUMBERLAND
WILLIAM A DUNCAN C~S~~~•r~i-~"~`~~' ~~ ~ "ACN 101
DUNCAN ~ HARTMAN PC APPEAL DATE: 07-23-2010
l I R V I N E R O W (See reverse side under Objections )
CARLISLE PA 17013 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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MARTINO RODERICK FILE NO-. :21 09-0595 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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
C1) 157,500.00
C2) 35, 374.04
C3) .00
C4) .00
C5) 20 , 910.37
C6) 1 , 836.23
C7) .00
NOTE: To ensure Proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets C8) 215,620.64
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H7 C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 41 , 117.11
11. Total Deductions C11) 51:167.75
12. Net Value of Tax Return C12) 164:452.89
13. Charitable/Governmental Bequests; Mon-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 164,452.89
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) 164.452.89 x 045 = 7,400.38
17. Amount of Lfne 14 at Sibling rate C17) - ~~ X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 7,400.38
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-23-2009 CD012027 .00 7,087.50
01-08-2010 CD012209 .00 312.88
TOTAL TAX PAYMENT 7,400.38
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. ~~,~^ /