HomeMy WebLinkAbout06-04-10NdTICE OF INHERITANCE TAX ~~~~~~,~
~ APP A,.L,EMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~ +,~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ AND ASSX"SSMENT OF TAX REV-1547 EX AFP (12-09)
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MARCI S MILLER
STE 202
2000 LINGLESTOWN
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PA 17110
DATE 05-31-2010
ESTATE OF YQUNG LORETTA
DATE OF DEATH 05-25-2009
FILE NUMBER 21 09-0600
COUNTY CUMBERLAND
ACN 101
APPEAL DATES 07-30-2010
(See reverse s~+[e ender Objections)
A~ount Rs~itted ~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONC THIS LINE -~!~- --RETAIN-LOWLR-PORTION
FOR
YOUR
REC~RIIS
4~
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REV-1547 EX AFP C12-09~ NOTICE Of IMf~ERITANCE TAX AP'PRAISEMRNT, ALLOWANCE ---
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OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YOUNG LORETTA FILE NO.s21 09-0600 ACN: 101 HATE.: 05-31-2010
TAX RETURN WAS: CJO ACCEPTED AS FILED. C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON; ORIGINAL RETURN
1. Real Estate CSchedule A) C1) •0 Q NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2) 10,445.73 credit to your account,
3. Closely Held Stock/Partnership Interest CSchedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable CSchedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 5,539,_
6. Jointly O+rned Property CSchedule F) c6) 23.,190.32
7. Transfers CSchedule 6) C7) 9, 474.47
8. Total Assets C8) 48,649.57
APPR~YED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costa/Misc. Expenses CSchedule H) Cg) 12.E 0 x.31
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10)~, .0 0
il. Total Deductions Cil) 12,505.31
12. Net Value of Tax Return C12) 36, 44.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 36,1- 44~~6
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of A_LL- returns assessed to date.
cis) .00 x 00 .00
c 16) 36 . i 44.26 x 045 = 1, b26.49
C17) _ 00 X 12 . 00
cie) .00 X 15 = .~0
ci9)= 1,~~.6~~
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-09-2010 CD 1 344 .00 1,626.49
* IF PAID AFTER DATE INDICATED, SEE. REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 1,626.49
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE . D 0
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.