HomeMy WebLinkAbout07-06-10~• ~ NOTICE OF INHERITANCE TAX ~3e11nS~/~Ydnl~
LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~''~'~~ .~li~ ~
INHERITANCE TAX DIVISION `~ C~,~ S AND ASSESSMENT OF TAX REV-1547 EX AFP C12-o9)
PO BOX 240601 " " Fs.."j ~.~-• ' ." ~'di'•_.-..i
HARRISBURG PA 17128-9681 ;~t'a-..: ' "` `'~
~~1~ ~~~ .6 Q~ !~; ~ 3 DATE 06-28-2010
ESTATE OF DENARY EMMA R
DATE OF DEATH 10-29-2009
~.{~~ FILE NUMBE~k 21 10-0219
~~ C~~ COUNTY CUMBERLAND
RONALD E JOHNSON ESQ, ~~~,;`~L~,~~~ r~., PA ACN 101
ANDREWS B JOHNSON t''v APPEAL DATE: 08-27-2010
7 8 W P O M F R E T S T (Set rlev~erse side Wader Ohjecteons )
CARLISLE PA 17013 Aaount Refitted
MAKE CHECK'PAYA3LE AND REMIT PAYMENT TOs
REGIST~R OF WILLS
1 COURTHOUSE SQUARE
CARLISILE PA 17013
CUT ALON_C THIS LINE _ ~- R_ETAIN LOWER PORTION FOR YOU RECORDS ~ _ _
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAx APPRAISE NT, ALLOWANCE OR
DISALLOWANCE OF DEDUC'TIOIfiS AND ASSE SMENT OF TAX
ESTATE 0F: DfHART EMMA RFILE NO.s21 10-0219 ACN: 101 DATE: 06-28-2p10
TAX RETURN WAS; C ) ACCEPTED AS FILED C ~O CHANGED SEE ATTACHED NOTLC,~
APPRAISED VALUE OF RETURN 3'ASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure piroper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
.00 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) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1 b 6.8 5
6. Jointly Owned Property CSchedulQ F) (6) .0 0
7. Transfers (Schedule G) Cn 43,109.10
8. Total Assets C8) 43,275.9'5
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)~i~ 9.7 2 1._
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)~; .0 0
11. Total Deductions (11) 9,721.0
12. Net Value of Tax Return C12) _ ~_„ 3~, 554. 9
13. Charitablo/Governmental Bequests; Non-elected. 9113 Trusts (Schedule J) C13) .0 D
14. Net Value of Estate Subject to Tax C14) 33,554.95
NOTE: If an assess~ent was issued previously, lines 14, ll5 and/or 16, 17, 18 and 19 wi',11
reflect figures that include the total of ALL rstuwns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) lbb.85 X 00 = .Op
16. Amount of Line 14 taxable at Lineal/Class A rate C16) '33.3®.~ _ 10 x 045 = 1 50 .4
17. Amount of Line 14 at Sibling rate C17) , _D D X 1 2 = .0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 D X 15 = .0 p
19. Principal Tax Due C19)= 1,502.416
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-04-2010 C 012419 .00 1,352.48
PAYMENT MUST BE MADE BY 0?-29-2010*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 1,352.48
" BALANCE OF TAX DUE 149.98.
INTEREST AND PEN. .00'
TOTAL DUE 149.981
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (01-10)
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p~''t'111~~~Vc~1'~"it~ INHERITANCE TAX
DEPARTMENT OF REVENUE EXpLANATtt~N
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280801
DECEDENTS NAME FILE NUMBER
Emma R. DeHart 2110-02'~ 9
REVIEWED BY ACN
Sheila Megonneli 101
ITEM
SCHEDULE Np, EXPLANATION OF CHAM1t3ES
H B-3 Reduced to ;167.00. Family exemption can only be (claimed against wets subject to will
or intestacy.
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