HomeMy WebLinkAbout05-28-10~...-`~,-~ ICE OF INHERITANCE TAX pe~r~sylvan~e
'" ~%~'-~~'il~ 'ENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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BUREAU OF INDIVIDUAL TAXES~_~ ~ `''-'~~ r- CTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP Clz-o9~
INHERITANCE TAX DIVISION ~ " ~. ~ ','
PO EOX 280601 ''" ~~~~"w' i '', ~
NARRISdtBt6 PA 17128-0601 +~
*~ ~tA~ ~g PM ~' '~`~ DATE 05-24-2010
~V`~~ n ESTATE OF SERVIENTE MARTHA E
~tc~K ~~ DATE OF DEATH 10-03-2009
~~~ FILE NUMBER 21 09-0956
C~~~~~ ~~ , COUNTY CUMBERLAND
PAT FISCHER ~- ACN 101
b06 WOODLAND AVE APPEAL DATE: 07-23-2010
MT H 0 L L Y SPRINGS PA 17 0 6 5 (See reverse side under Objections )
Amount Ra~ittod
MAKE CHECK PAYAbtE AND REMIT PAYMENT T0:
REGISTER Of WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
RETAIN_LOWER_P~RT'ION_FOR
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CUT ALONG THIS LINE _YOUR_RECORDS_ !~ __ _________________
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISENEN
T, ALLOWANCE
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESISM -ENT OF TAX
ESTATE 0F: SERVIENTE MARTHA EFILE N0.:21 09-0956 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 CSchadula A) C1) •0 ~ NOTE: To ensure proper
(2) 105, 020.00 credit to Your account,
2. Stocks and Bonds CSchadula B) submit the upper Portion
3. Closely Hald Stock/Partnerahiplnterest (Schedule C) C3) .0 0 of this fora with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payaant.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5,5 9 0.00
6. Jointly Owned Property CSchadula F) C6) 2, 100.55
7. Transfers CSchadula G) (~) .0 0
s. Total Assets C8) 112,710.55
APPROV ED DEDUCTIONS AND EXENPTIONSs
9. Funeral Expenses/Ada. Costs/Misc. Expanses (Schedule H) Cg) ~ 5.12 6.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,23 7.0 0
C11) 9,363. QO
11. Total Deductions 347 .55
103
12. Nat Value of Tax Return C12) ,
13. Charitable/Govarnaantal Bequests; Non-elected 9113 Trusts CSchadula J) C13) .0 0
14. Nat Value of Estate Subject to Tax C14) 103s347-%,5~5
NOTE: If an assess^®nt 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.
ASSESS MENT OF TAX:
0 0
0 0
= .00
15. Aaount of Line 14 at Spousal rate C15) •
X
16. Aaount of Line 14 taxable at Lineal/Class A rate C16) ~ 1 ~3 .347 _ 55 X 045 = 4, 650.63
17. Aaount of Line 14 at Sibling rate C17) .0 0 X 1 2 ° .0 0
18. Aaount of Line 14 taxable at Collateral/Class B rata C18) .0 0 X 1 5 = .0 0
19. Principal tax Due C19 )= 4, 650.63
~r~v ,+e rnT~re.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTERESTIPEN PAID C-) AMOUNT PAID
01-20-2010 CD012251 .00 3,719.00
01-20-2010 CD012252 .00 931.63
TOTAL TAX PAYMENT 4,650.63
BALANCE OF TAX DWE .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~~V~'~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS./~~`