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HomeMy WebLinkAbout06-21-10NOTICE OF INHERITANCE TAX P~'Sy'LY~t11~' n~~r'~°' ~ r, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES , y ',~~.~'~ONS "AND ASSESSMENT OF TAX REV-1547 IX AFP C12-09) INt1ERITAirCE TAX DIVISION ~» ~~, r~ .-- ,,~ PO BtA( 200601 ~ i~ *,-7.'J ~ ~~ i `~,Ia i U;~ ~--z~' HAIDtIS6tMiG PA 17128-0601 ~~~~ ~~~ ~ ~ p~ ~~ ~~ DATE 06-21-2010 ESTATE OF BOBB PAULINE F DATE OF DEATH 05-27-2009 ~~„~ ~ FILE NUMBER 21 09-0568 C~~IPI`~ ~~ CDUNTY CUMBERLAND CRAIG A HATCH E~~~~~ {~~,• ~ ACN 101 GATES ETAL APPEAL DATE: 08-20-2010 1013 MUMMA RD STE 10 0 (See reverse side ruder 08fections) LEMOYNE PA 17043 A~ount Rem tted ~^ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 CUT ALONG THIS LNE +~- RETAIN LOWER PORTION FOR YOUR RECORDS F' ~--~---~-------•• -••-----------------w-•.Y.----~--r-------~~-----••-----~------------r---------- REY-1547 EX AFP I2-09) NOTICE OF INHERITANCE TAX APPRAISEKEMT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: BOBB PAULINE FFILE N0.:21 09-0568 ACN: 101 DATE: 06-21-2.010 TAX RETURN WAS: C ) ACCEPTED AS FILED C x) CHANGED SEE ATTACHED NOTICE - -- APPRAISED VALUE dF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate QSchedule A) C1) 88, 942.42 NOTE: To ensure proper 2. Stocks and Bands CSchedula B) C2) .0 x credit to your account, .0 0 submit the upper portion 3. Closely Hold Stock/Partnership Interest (Schedule C) C3) of this form with your 4. Mortga8es/Not,es Receivable (Schedule D) C4) •O d tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchedula E) C5) 3 b 0.57 6. Jointly Owned' Property CSchodule F) C6) 43, 681.9$ 7. Transfers (Schedule G) C7) '© 0 8. Total Assets C$) 132, 9$4.97 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Adm. Coats/Misc. Expanses (Schedule H) Cq)._-, 2y .3:8~. 71_ 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3, 332.23 11. Total Deductigns C11) 27,717.94 12. Net Value of 'fax Return t12) 1 x5, 267.03 13. CharitablelGowernmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) ,_• •0 0 14. Net Value of Estate Subject to Tax C14) 105,267.x3 NOTE: If an ass$ss~ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect f~pures that include the total of ALL returns assessed to date. ASSESSMENT OF TAXe , 15. Amount of Lina 14 at Spousal rate C15) .x x X 0 0 = .0 0 16. Amount of Lina 14 taxable at Lineal/Class A rate C16) _1 0 ~,367~~ X 045 ~ 4, 737-_02 17. Amount of Linq 14 at Sibling rate C17) -~ ~ X 1 2 a .0 0 18. Amount of Lina~ 14 taxable at Collateral/Class B rate C18) •0 0 X 1 5 .0 0 19. Principal Tax 'Due C19)= 4, 737.02 Tex r_Q~nTTS. PAYMENT DATE ECEIPT .NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 08-26-2009 C 011666 236.85 7,500.00 TOTAL TAX PAYMENT 7,736.85 BALANCE OF TAX DUE 2,999.83CR INTEREST AND PEN. .00 TOTAL DUE 2,999.83CR * IF PAID AFTER DATE I~lDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A ••CREDIT'• CCR), YOU NAY ~E DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~~~ REV 1470 EX (01-107 • penny v~~t~ DEPARTMENT O~ REVENUE BUREAU OF INDMDUAL TAXES PO Box 2806!01 ~ ~ s INHERITANCE TAX EXPLANATION OF CHANGES &~b, Pauline F. 2149-4;~Ei8 RE;VIEwED BY Dalniei Heck ACN 101 SCHEDULE ~,~}OM EXPLANATION OF CHANGES H B-1 R to :4,500.04. Personal represetrtativ~s fees can aniy be ciabrted against probate assets. ~~ Pie 1