Loading...
HomeMy WebLinkAbout06-04-10• ~j~~ OF INHERITANCE TAX ~)~'~nS~/ Va~jt~ ~~~~~~~~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~ , ~,;,,,. INHERITANCE TAX DIVISION ~,%~~~~~ ~~ONS AND ASSESSMENT dF TAX REV-1547 EX AFP C12-09) PO BOX Z8d601 NARitISBURG PA 17128-0601 ~~~Q ~~ -~} ~ ~~' ~ ~ DATE 05-31-2010 ESTATE OF MARTZ JOSEPH E DATE OF DEATH 05-11-2009 FILE NUMAER 21 09-0484 COUNTY CUMBERLAND JODIE L ROOT ''~ ACN 101 32 CRESCENT DR ~ ~ APPEAL DATE: 07.30-2010 NEW CUMBERLAND PA 17070 (See reverse snide aArler fNiJ~ps) Amount Reaitt®d ~ ~, MAKE CHECK PAYAIILE AND REMIT PAYMENT TOs REGISTER OF WILLS 1 COURTH©USE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~'- RETAIN LOWER PORTION FOR YOUR RECORDS 4r' 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 sr r r r r r r r r r r r r rr 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 r r r r- r-- r-- r REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM~NT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AMD ASSESSMENT OF TAX ESTATE OFs MARTZ JOSEPH EFILE NO.:21 09-0484 ACN: 101 DATE; 05-31-2010 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETtttlN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) •0 0 MOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) .0(y credit to your account, .0 0 submit the upper portion 3. Closely Neld Stock/PartnershipIntarast CSchadula C) C3) of this form with your 4. Morteapes/Notes Receivable CSchadula D) C4) •0 0 tax payment. 5. Cash/Hank Deposits/Misc. Personal Property CSchadula E) C5) 11,042.58 6. Jointly Owned Property CSchadula F) C6) .0 0 7. Transfers (Schedule G) C7) '~ ~ s. Total Assets C8) 11, 042.. 58 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funoral Expanses/Adm. Costs/Misc. Expenses CSchadula N) Cg)_ 4.D 6 6.4 6 10. Debts/Mortgage Liabilities/Liens CSchadula I) C10) 1,5 1 2.6 6 11. Total Deductions C11) 5,579.62 12. Nat Value of Tax Return C 12) 5 r 462.96 13. Charitable/Governmental Bequests; Non-elactad 9113 Trusts (Schedule J) C13) 14. Net Value of Estate Subject to Tax C14) 5,462.96 NOTE: If an asssss~ent was issued previously, reflect figures that include the total ASSESSMENT OF TAX: 15. Amount of Lino 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rata 17. Amount of Lina 14 at Siblin8 rata lines 14 , 15 and/or 16, 17, 18 and 19 will of ALL returns asasssed to date. i 18. Amount of Lina 14 taxable at Collateral/Class B rata 19. Principal Tax Duo TAX CREDITS: C15) . 00 X C16)_ ~ .4~,~ 9,6 X c1n__ , _ oo x C18) . Q0 X 00 .00 r~~.~r~~ 045 ' ?z45 12 .00 15 .00 c19)= 245.83 PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) n~_, ~ _~nt n r_net 7_ ~ . 00 245.83 TOTAL TAX PAYMENT 24.5.83 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. ~