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HomeMy WebLinkAbout06-04-10 BUREAU OF INDIVIDUAL TAXES INNERITANCE tAX DIVISION PO BtBt 2aodol NARRISalNtC PA 17124-0601 IVO V OTTO 10 E HIGH CARLISLE NOTICE OF INHERITANCE TAX pe~nSylYan~a APP~~~~,~t ,. CE OR DISALLOWANCE DEPARTMENT OF REVENUE OF ~ ~ A3$~$SMENT OF TAX REV-1547 EX AFP C12-o9) -. ~~~~ J~~ ..,4 ~x ~~; `C~DATE 05-31-2010 ESTATE OF BORGES MARY E DATE OF DEATH 01-15-2009 FILE NUMHER 21 09-0063 ~~~ COUNTY CUMBERLAND ~+~~~~~p '~~ ACN 101 APPEAL DATE• 07-30-2010 PA 17013 (See reverse side under Objections) Asoun# Renitted ~~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~! RETAIN LOWER PORTION FOR r r r r r ~r r r r ... r r !. s ...r • r r r r w r r YOUR RECORDS +. r .. • r r~ r r r .. r r r F r r r r r r ______________ r r r r .. r r r~ r r .r r r r r r r• r r r r r r r r ..... r REV-1547 EX A1=P C12-09) NOTICE OF INHERI-TANCE TAX APPRAISEl~ENT. ALLOWANCE OR DISALLOMIANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OFs BORGES MARY EFILE NO.s21 09-0063 ACN: 101 DATE: 05-31-2010 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHAN6iED APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1 1. Rost Eststo CSchodulo A) C1) •Q0 NOTE: To onsuro proper C2) .QQ credit to your account. 2. Stocks and Bands CSchodulo B) submit th• upper portion 3. Closely Hold Stock/PartnorahipIntorost CSchodulo C) C3) .0 0 of this fors with your 4. Mortgages/Notes Receivable CSchodulo D) C4) 2,9 1 5...00 tax paysont. 5. Cash/Bank Deposits/Misc. Personal Property CSchedul• E) C5) 9,27 2.0 0 ~ 6. Jointly Owned Property (Schedule F) C6) .0 0 7. Transfers CSchodulo 6) C7) .0 0 e. Total Ascots C8) 12,187.00 -APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ads. Costs/Misc. Expenses CSchodulo H) C9) -~ ~ 10. Debts/Mortgsge Liabilities/Lions CSchodulo I) C10)_ .0 0 11. Total Deductions C11) .0 0. 1$7.00 12 12. Not Value of Tax Return (12) , 13. Chsritablo/6overnsental Bequests; Non-elected 9113 Trusts CSchodulo J) C13) __~~,,,~,r,.,~ ~ 14. Not Value of Estate Subject to Tax C14) .19'3:339.48 NOTE: If an assesanent was issued previously, lines 14, 15 and~or 16, 17 , 18 and 19 Miil reflect figures that include the total of ALL returns assessed to date. ASSESSMENT Of TAX: 0 0 0 0 = .0 0 15. Amount of Lino 14 at Spousal rate C15) . X 16. Asount of Lino 14 taxable at Lineal/Class A rate C16) 193 .334G8 X 045 ~ 8,, 70~ 8 17. Asount of Line 14 at Sibling rate C17) - ©~ - X 12 " . 00 18. Asount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 1 5 = .0 0 19. Principal Tax Due C19 )¢ 8,700.28 TAY rocllTTC. P'YMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 04-13-2009 C 011096 263.16 5,000.00 06-22-2009 CD012157 .00 2,888.71 01-13-2010 CD012232 6.57- 555.11 III ESQ ST TOTAL TAX PAYMENT 8,700.41 HALANCE OF TAX DU'f .13CR INTEREST AND PEN. .00 TOTAL DUE .13CR * IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE D~U(E~/~ FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE RE~tERSE SIDE OF THIS FORM FOR INSTI2UCTION~~~~'