HomeMy WebLinkAbout06-11-10\~
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NOTICE OF INHERITANCE TAX pennsylvan~a
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~~- ~~~~.C-~ ~:~r ~~'AISEMENT, AL LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUA~,~~ {,r. ~,~ ~'OF DEDUCTIONS
INHERITANCE TAX DIVISI ~,.~;;; ~ ~ ~,
, AND ASSESSMENT OF TAX Rev-1547 EX AFP C12-09)
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PO BOX 280601
HARRISBURG PA 17128-0601
2{~f~ ~~ ~ ~ ~~ ~Q~ ~~ DATE 06-08-2010
ESTATE OF WORDEN NANCY A
~;~~ DATE OF DEATH 11-29-2009
'~, ~~ F I LE NUMBER 21 10 - 0153
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PA COUNTY CUMBERLAND
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JAMES D B0 ACN 101
ONE WEST MIAIN ST APPEAL DATE: 08-07-2010
SH I REMANSTDWN PA 17011 (See reverse side under Objections)
Amount R•nitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS L~NE ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~ _ _
REV-1547 EX AFP X12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OFs WARDEN NANCY AfILE N0.:21 10-0153 ACN: 101 DATE: 06-08-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C )O CHANGED SEE ATTACHED .NOTICE
APPRAISED VALUE ~F RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate KSchedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds CSchedul• B) C2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CS chodule E) C5) 2,4 7.0.3 1
6. Jointly Owned! Property CSchodule F) C6) 65, 731 .11
7. Trsnsfors CSbhedule 6) C7) .0 0
8. Total Assets C8) 68.201.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expehsos/Adm. Costs/Misc. Expenses (S chedule H) Cg) 1 0.3 0.2.5 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)__ 68,665.,12
11. Total Deduct ens C11) 78,967.62
12. Net Value of Tax Return C12) 10,766.20-
13. Charitable/Gpvernmental Bequests; Non-elected 9113 Trusts CSchodule J) C13) _~,~,~~
14. Net Value of Estate Subject to Tax C14) 10,766.20-
NOTE: If an asBessnent wss issued previously,
reflect figures that include the total
ASSESSMENT OF TA7K
15. Amount of Lihe 14 at Spousal rate
16. Amount of Lihe 14 taxable at Lineal/Class A rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of A_ returns ass.ssed to date.
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal TaDc Due
TAX CREDITS:
C15) •D0 X
C16) 5 7 .898 _ 92 X
C17) _ D0 X
C18) • OQ X
00 .00
045 ' 2,605.45
~~~~
12 = .DO
15 .00
C19)= 2, 605.45
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
PAYMENT MUST BE MADE BY 08-29-2D10*.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 2,605.45
INTEREST AND PEN. .00
TOTAL DUE 2,605.45
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OFD ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~`~~
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REV-1470 EX (01-10)
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~ennsylvar~a
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601.
INHERITANCE TAX
EXPLANATION
OF CHANGES
v~uCUCrv i -~ rv~-nnt FILE NUMBER
Wo~ien, Nancy A. 2110-0153
REVIEWED BY ACN
Datliel Heck 101
tTEM
SCHEDULE NO, EXPLANATION OF CHANCES
F 1,2 ~`o ' s estate is insolvent. Jointly h~ri~,;asserts are taxable to the survivors. No deductions
cant be ciaMned against joint property as It was not the responsibility of the survivors to
pave the dents.
H
These expenses are being allowed as deductions against the joMtly head assets.
ROW
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