HomeMy WebLinkAbout06-04-10•
NOTICE OF INHERITANCE TAX pennsylvan~a
BUREAU OF INDIVIDUAL TAXES {'`-~ , ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ "`"" ' '~ ~ . IONS AHD ASS~~SMENT OF TAX REV-1547 EX AFP C12-09)
PO ~( 260`01 * k.~t~trC V~ t'~1'~ ~ .
HARRISaUR6 PA 17128-0601 +-~"-'
~U~O Jt~! -4 AM I i ~ I
PAULA KLAUGER .,
1045 CHURCH RD
GREEN LANE - PA 18054
DATE 05-31-2010
ESTATE OF RUSSELL EDITH C
DATE OF DEATH 01-04-2009
FILE NUMBER 21 09-0226
COUNTY CUMBERLAND
ACN 10L
APPEAL DATE: 07-30-2010
(See reverse safe under Objns )
Amount Re~itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~- RETAIN LOWER PORTION FOR YOUR.
- - - - - - - r s - .w - - - - - - - - - - - -r
- - - - - -- - - - - - - •• - - - - - - - - -- -. RECORDS ~ _
- - .. - - '• - - - - - -
- _
- - - - - - - - - - - - - -
.
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM'~ENT,
ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND A~SE$SMENT OF TAX
ESTATE OF: RUSSELL EDITH CFILE N0.:21 09-0228' ACN: 101 DATE: 05-31-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE Of RETURN BASED ON: ORIGINAL RETURN
1. Resl Estate CSchedule A) C1) _26,~000~ 00 MOTE: To •naure proper
2. Stocks and Bonds CSchedule B) C2)
- 62, 397.09 credit to your account,
0 0 submit the upper portion
3. Closely Hold Stock/Partnership Interost CSchedule C) C3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) C4) •0 ~ tax payment.
5. Cash/Bank Deposits/Misc. Porsonal Property CSchedule E) C5) 7 5 3.13
6. Jointly Owned Property CSchedule F) C6) .0 0
7. Transfers CSchedule 6) C7) .0 0
8. Total Assets CS) 8.9,150.22
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9) 3.54.67
10. Debts/Mortgage Liabilities/Liens CSchedule i) C10) 3,289.0 0
11. Total Deductions Cil) 6,835.07
12. Net Value of Tax Return C12) 82, 15.15
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13)
14. Net Value of Estate Subject to Tax C14) 82, 3.15._
NOTE: If an assess~ent
reflect fi0ures
ASSESSMENT OF TAX:
was issued previously, lines 14, 15 and/or 16, 17, la and 19 will
that include the total of ALL returns assessed to date.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) 82,315.15 X
C16) _ ~~ X
C17) _ ~~ X
C18) • 00 X
00 .00
045 .OQ
12 ~ .00
15 = .00
C19)= .00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .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
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. nR~"